Model Wealth Portfolios
In partnership with LPL Financial, we offer our clients the Model Wealth Portfolios (MWP) advisory platform to construct your investment strategy, which allows us to partner with third-party investment managers who offer professional experience and perspectives. Arsenal will oversee your account, and would select money managers who we believe offer the best philosophy, style, and strategy for your situation.
In using MWP, Arsenal will handle performance monitoring and make any adjustments necessary in light of market movements. As we monitor your portfolio, we’ll continue to educate you about your choices, and continue to make sure your strategy aligns with your unique financial plan. By working with professional investment managers through MWP, we can provide you:
- Access to institutional money management via a suite of diverse investment strategists with a wide range of investment methodologies
- Models that align with your goals and risk preferences
- Competitive fees, which will align our interests in growing your assets without any commissions*
- Speed to react to adverse market conditions**
- Ongoing account monitoring
- Additional services, such as automatic rebalancing and tax-loss harvesting***
*Underlying investments may have short term redemption fees.
**High volume may delay trade executions.
***Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and doesn’t assure a profit or protect against a loss.
Model Wealth Portfolios are offered through LPL Financial. A registered investment advisor There is no assurance that Model Wealth Portfolio accounts are suitable for all investors or will yield positive outcomes. The purchase of certain securities