- Customized portfolio construction
- Fee-based guidance
- Personalized portfolio management
Manager Select is a traditional separately managed account program that offers you the ability to access premier providers of private wealth management services without extremely high account minimums1.
This custom-tailored wealth management platform includes investment planning, strategy development, 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 AXA Advisors financial professional, is guided by your unique circumstances and objectives.
AXA Advisors LLC is proud to offer world-class 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 world-class investment products and platforms to financial professionals.
World-class money managers
A comprehensive investment solution, 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 AXA Advisors financial professional to remain focused on a common goal: to maximize the value of your assets over time.
Focused on your goals
Manager Select combines several investment services into a custom-tailored wealth management platform including investment planning, strategy development, manager selection, portfolio construction, ongoing management and monitoring, trade execution and performance measurement. 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 AXA Advisors financial professional, is guided by your unique circumstances and objectives.
A consultative process
Manager Select enables 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
Because your account is individually managed, you and your AXA Advisors financial professional can make strategic planning decisions to help minimize adverse tax consequences.
Detailed performance reporting
LPL Financial generates quarterly performance reports that clearly present consolidated information about your account. These reports help you and your financial professional evaluate the manager and determine if performance is on track to meet your goals.
1 Manager Select Minimums: $100,000 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.
AXA Advisors and LPL Financial do not provide legal or tax advice. Please review LPL Financial’s Form ADV Schedule H (“Brochure”) prior to investing.