Optimum Market Portfolios
Integrated asset allocation, fund selection and rebalancing
The Optimum Market Portfolios account packages a diverse series of mutual funds into a sophisticated asset allocation strategy that includes automatic portfolio rebalancing. It is designed to help investors meet their financial goals, while staying within a particular risk profile. Work with an Equitable Advisors financial professional to create a personal risk profile.
Experience, balance, simplicity
Whether it’s building for retirement, establishing a legacy for loved ones or simply seeking wealth, we all invest with goals in mind.
Experience
The fund lineup in the Optimum Market Portfolios includes several money managers, who were selected based on the extensive experience they have in the asset classes they represent.
Balance
Keeping your investments on track is essential to a long-term strategy. The automatic rebalancing feature, standard in the Optimum Market Portfolios account, helps ensure that your portfolio stays on the course selected by you and your financial professional.
Simplicity
The Optimum Market Portfolios utilize in-depth research, providing you and your financial professional with a simple way to establish a professional asset allocation strategy suitable to your risk tolerance.
Automatic Rebalancing
You have just the tool you need to keep your portfolio in line with your target allocations. Based on your preference, investments within your portfolio are adjusted as needed on a quarterly, semiannual or annual basis.
As the Optimum Funds' investment manager, Delaware Management Company, a series of Delaware Management Business Trust, has overall responsibility for the investment management of the Funds within the Optimum Market Portfolios, which includes recommending the Funds' sub-advisors and evaluating and monitoring each Fund and sub-advisor. Delaware has hired LPL Financial as a consultant to assist in ongoing investment reviews and in developing criteria by which Fund performance is measured. LPL Financial receives a consulting fee and sub-service agent fee based on invested assets. See the Optimum Funds Prospectus for details. Delaware Investments refers to Delaware Management Holdings, Inc. and its subsidiaries, including the Fund's distributor, Delaware Distributors, L.P. Delaware Investments is a member of Macquarie Group, which refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.
Delaware Investments refers to Delaware Management Holdings, Inc. and its subsidiaries, including the Funds' distributor, Delaware Distributors, L.P. Delaware Investments is a member of Macquarie Group, which refers to Macquarie Group Limited and its subsidiaries and affiliates worldwide.
LPL Financial receives a consulting fee and sub-service agent fee based on invested assets. See the funds' prospectus for details.
All Optimum Funds are offered by prospectus only. Investors should consider the investment objectives, risks and charges and expenses carefully before investing in a mutual fund. Prospectuses, which may be obtained from your financial professional, contain this and other information about the mutual fund and should be read carefully before investing.
Investments in the Optimum Market Portfolios are subject to market risk, will fluctuate and may lose value. Diversification does not guarantee a profit or protect against loss in a declining market.
Equitable Advisors and LPL Financial do not provide legal or tax advice. Please review Equitable Advisors' and LPL Financial’s Form ADV Part 2 (“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.
