Manager Select
Customizable and flexible wealth management strategies for high-net-worth investors
Manager Select is a separately managed account program that offers you the ability to access premier providers of private wealth management services without high account minimums1.
This custom-tailored wealth management platform includes investment planning, manager selection, portfolio construction, ongoing management and monitoring, trade execution and performance measurement, all for a fixed annual fee.
With Manager Select, you benefit from a personally crafted portfolio of individual securities that is separately managed by professional, institutional money managers. Your team of seasoned investment professionals, led by your Equitable Advisors financial professional, is guided by your unique circumstances and objectives.
Equitable Advisors, LLC is proud to offer well-known products and services of LPL Financial – one of the nation's leading diversified financial services companies and independent broker/dealers. LPL Financial provides industry expertise, independent research, and well-known investment products and platforms to financial professionals.
Well-known money managers
A comprehensive investment strategy, Manager Select provides access to the nation’s leading institutional money managers – expertise that is usually unavailable without high account minimums1. You’ll enjoy a full range of consulting, advisory and management services for a fixed annual fee. Furthermore, Manager Select enables you and your Equitable Advisors financial professional to remain focused on a common goal: to help maximize the value of your assets over time.
A consultative process
Manager Select helps enable you to take advantage of a time-tested approach to defining goals and constructing portfolios. The result is an optimal blend of stocks, bonds and/or cash equivalents suited to your personal goals, time horizon and risk profile. Your account is individually crafted and involves:
- Charting a course
- Establishing weightings for various asset classes
- Selecting appropriate money managers and regularly monitoring the assets over the life of your account
Tax considerations
Because your account is individually managed, you and your Equitable Advisors financial professional can make strategic planning decisions to help minimize adverse tax consequences.
1 Manager Select Minimums: $50,000 for single strategies (Each manager may have a set minimum account size above the platform minimum.), $250,000 for some fixed-income strategies.
Depending on the portfolio size or the frequency of securities transactions, investors should evaluate whether the separately managed account services within Manager Select are suitable.
Investments in the Manager Select program are subject to market risk, will fluctuate and may lose value.
Equitable Advisors and LPL Financial do not provide legal or tax advice. Please review LPL Financial’s Form ADV Schedule H (“Brochure”) prior to investing
Equitable Advisors, LLC, member FINRA/SIPC, (Equitable Financial Advisors in MI & TN) serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) serves as an investment advisor and LPL Financial serves as the principal sponsor, an investment advisor and the broker/dealer for the LPL Financial investment advisory programs offered through Equitable Advisors' financial professionals. Equitable Advisors financial professionals offer investment advisory products and services through Equitable Advisors,LLC, (Equitable Financial Advisors in MI & TN) an investment advisor registered with the SEC. Equitable Advisors and its financial professionals are not affiliated with LPL Financial. To access the LPL Financial Privacy Policy which outlines how information is collected and used and provides the measures LPL Financial takes to safeguard that information, click here.
Securities offered by duly-registered representatives of Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered by duly-registered investment advisor representatives of Equitable Advisors, LLC, an SEC-registered investment advisor.
