- Personalized portfolio management
- Portfolio diversification
- Fee-based guidance
SAM is a fee-based investment advisory program, offering a customized investment portfolio developed along with your AXA Advisors financial professional, who helps you tailor a plan to your goals, risk tolerance and time horizon.
There is no “one-size-fits-all” solution with SAM. Each portfolio is individually crafted to help achieve an optimal blend of investments tailored to your personal goals, time horizon and risk profile.
AXA Advisors LLC is proud to offer world-class products and services of LPL Financial. LPL Financial is one of the leading nation's leading financial services companies and a leading independent broker/dealer. LPL Financial provides industry expertise, independent research, and world-class investment products and platforms to financial professionals.
A time-tested investment strategy
Strategic Asset Management (SAM) is a fee-based investment advisory program, providing you with a customized investment portfolio developed in conjunction with your AXA Advisors financial professional. Together, you and your AXA Advisors financial professional will map out an investment plan that’s tailored to your goals, risk tolerance and time horizon.
There is no “one-size-fits-all” solution with SAM. Your unique circumstances and personal objectives dictate the method of investing as well as the types of vehicles chosen to help achieve them. Your portfolio may include, but is not limited to, mutual funds, stocks, bonds, alternative investments, conservative option strategies, cash equivalents or a combination of these vehicles.
Your AXA Advisors financial professional is free to offer you investments suited to meet your financial goals. Investments you already own can be combined with those selected by your AXA Advisors financial professional to complete your customized portfolio and can help with the success of your long-term plan.
The power of asset allocation
Throughout all cycles of the financial markets and regardless of your investment objectives, a well-devised and executed asset allocation strategy is central to helping you achieve your long-term goals. SAM allows investors to take advantage of strategic asset allocation, a time-tested approach to constructing portfolios. Each portfolio is individually crafted and designed to help achieve an optimal blend of investments tailored to your personal goals, time horizon and risk profile. The process encompasses:
- Setting investment objectives,
- Establishing weightings for various asset classes,
- Choosing specific investments; and
- Making adjustments as circumstances dictate.
Portfolio rebalancing is important with respect to both the strategic asset allocation process and to the long-term success of your portfolio. Rebalancing is designed to help ensure that the allocation of your assets remains in line with your stated investment objectives. Your portfolio will be reviewed on a periodic basis, and you may adjust it when needed to help maintain the optimal allocation of your investments.
Detailed performance reporting
Quarterly performance reports provide important information about your investments. These reports provide an excellent opportunity for you and your financial professional to review your investment mix and determine whether your current portfolio correctly reflects your long-term financial goals.
Depending on the portfolio size or the frequency of securities transactions, investors should evaluate whether the separately managed account services within Strategic Asset Management are suitable.
AXA Advisors and LPL Financial do not provide legal or tax advice. Please review LPL Financial’s Form ADV Schedule H (“Brochure”) before investing.
Investments in the Strategic Asset Management program are subject to market risk, will fluctuate and may lose value. Asset allocation does not guarantee a profit or protect against loss.