Get the free MODEL WEALTH PORTFOLIOS MWP PROGRAM FORM BROCHURE

MODEL WEALTH PORTFOLIOS (MAP) PROGRAM FORM BROCHURE LPL Financial LLC 75 State Street, 22nd Floor, Boston, MA 02109 www.lpl.com (617) 4233644 January 1, 2016, This program brochure provides information

How to fill out model wealth portfolios mwp

How to fill out model wealth portfolios MWP:

1. Determine your financial goals: Before filling out a model wealth portfolio (MWP), it is important to clearly define your financial goals. Consider factors such as the expected return on investment, risk tolerance, and time horizon for achieving your goals.
2. Assess your risk tolerance: Understanding your risk tolerance is crucial when filling out a MWP. This will help guide your investment decisions and asset allocation. Determine whether you are comfortable with higher risk and potential return or if you prefer a more conservative approach.
3. Identify your investment time horizon: Your investment time horizon refers to the length of time you plan to hold your investments. It could be short-term (less than 5 years), medium-term (5-10 years), or long-term (more than 10 years). This will influence the types of investments you choose for your MWP.
4. Determine asset allocation: Asset allocation involves dividing your investment portfolio among different asset classes such as stocks, bonds, cash, and alternative investments. The allocation should align with your risk tolerance, financial goals, and time horizon. Consider diversification to minimize risk.
5. Select suitable investment options: Based on your asset allocation, choose specific investments that align with your desired portfolio. This may include individual stocks, mutual funds, exchange-traded funds (ETFs), or other investment vehicles. Conduct thorough research and consider seeking professional advice if needed.
6. Monitor and review your MWP: Once you have filled out your MWP, it is important to regularly monitor and review it. This helps ensure that your portfolio remains aligned with your goals and any necessary adjustments can be made to optimize returns and manage risk.

Who needs model wealth portfolios MWP?

1. Individuals seeking professional investment guidance: Model wealth portfolios (MWPs) can be beneficial for individuals who are looking for professional guidance in managing their investments. By following a structured MWP, individuals can benefit from the expertise and insights of wealth management professionals.
2. Investors with limited time or knowledge: MWPs can be valuable for investors who do not have the time, expertise, or inclination to actively manage their investments. By following a pre-determined model, investors can avoid the need for extensive research and decision-making, while still potentially benefiting from a diversified and optimized portfolio.
3. Those looking for a disciplined investment approach: MWPs often follow a disciplined and predetermined investment approach based on sound investment principles. This can be appealing for individuals who prefer a systematic and structured approach to investing, rather than reacting to market fluctuations or making impulsive investment decisions.
4. Individuals seeking diversification: MWPs typically involve diversifying investments across different asset classes and sectors. This can help spread risk and potentially improve returns. Investors who seek diversification as part of their investment strategy may find MWPs suitable for their needs.
5. Investors looking for customization: Although MWPs follow a model, they can still be customized to some extent based on an individual's risk tolerance, preferences, and financial goals. This allows investors to have some level of control and personalization within the framework of the MWP.

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