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EQUI-PATH 403(b) Mutual Fund

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For Customers, Financial Professionals and Employees

For Employer Plan Administrators

Retirement Gateway, Retirement Strategies or Momentum
- View demo

EQUI-PATH 403(b) Mutual Fund

Investment Products and Services

Offered By AXA Advisors, LLC

Many financial plans include at least some weighting in stocks and/or mutual funds, and while historically equities have tended to rise in value over the long term, they carry a certain amount of risk, both for long- and short-term investors. It is therefore imperative that you have realistic financial goals and investment objectives in place before you begin to invest.

We offer a range of products that can help both seasoned and novice investors manage their investments in the way most appropriate for you given and your unique circumstances.

Our approach

We all have a vision of where we want to be in the future. This could mean many different things to different people.

At AXA Advisors, LLC, we believe your dreams can become reality when they are supported by 

  • A partner you can trust
  • A broad product menu, and 
  • A commitment to putting you first

A partner you can trust

When you work with AXA Advisors, you benefit from a dedicated individual relationship with your knowledgeable financial professional, who will take time to understand your unique investment objectives — someone who has access to the resources of a premier financial services organization.

Together, we can define a strategy and create a roadmap that can help you build your financial future.

Choice: our broad products and services selection

Convenient access to a broad menu of competitive investment products is critical to the successful implementation of your strategy and working toward your long-term goals. AXA Advisors offers a robust menu of products from which to choose.

You first: individual planning and investment services

At AXA Advisors, we firmly believe that the key to your financial success is the development of a personalized financial strategy that reflects your unique life objectives. This is the foundation upon which your relationship with AXA Advisors is built.

Professional guidance, a broad product menu, and ongoing assessment of your financial situation are the hallmarks of our commitment to you.

The next step

To explore the benefits of our product, sselect an option to view our product benefits from the blue bar at the top of this page.

Brokerage and advisory accounts

Optimum Market Portfolios

A sophisticated asset allocation strategy that includes Optimum Funds, a series of mutual funds from Delaware Investments1, and automatic portfolio rebalancing.

BENEFITS

One step portfolio
Managed
Auto-rebalancing

Brokerage and advisory accounts

Strategic Asset Management

Uses strategic asset allocation to provide the ability to buy, sell, and hold a wide variety of investments, including but not limited to stocks, bonds, and mutual funds, all in one convenient account.

BENEFITS

Personalized
Guidance option
Simplicity

Brokerage and advisory accounts

Personal Wealth Portfolios

A convenient, one account approach for using a combination of separately managed accounts, mutual funds, and exchange-traded funds (ETFs), or just separately managed accounts.

BENEFITS

Personalized
Guidance option
Simplicity

Brokerage and advisory accounts

Manager Select

A traditional separately managed account program that gives you the ability to access premier providers of private wealth management services without extremely high account minimums2.

BENEFITS

Respected Managers
Customized
Personal team

Brokerage and advisory accounts

Model Wealth Portfolios

Helps you realize your goals through a unique asset allocation strategy that provides a disciplined investment process backed by expert resources.

BENEFITS

Theme-based
Expertly managed
High caliber

Mutual Funds

BlackRock, ING, Oppenheimer and more

These companies offer a broad range of mutual funds with diverse investment objectives and philosophies, designed to meet personal financial and investment goals.

BENEFITS

Diversification
Asset allocation
Choice

Brokerage and advisory accounts

Whether you are a seasoned or novice investor, the information in these links can help you learn about different types of financial products and services and which may be appropriate for you given your unique circumstances.

Optimum Market Portfolios

A sophisticated asset allocation strategy that includes Optimum Funds, a series of mutual funds from Delaware Investments1, and automatic portfolio rebalancing.

BENEFITS

One step portfolio
Managed
Auto-rebalancing

Strategic Asset Management

Uses strategic asset allocation to provide the ability to buy, sell, and hold a wide variety of investments, including but not limited to stocks, bonds, and mutual funds, all in one convenient account.

BENEFITS

Personalized
Guidance option
Simplicity

Personal Wealth Portfolios

A convenient, one account approach for using a combination of separately managed accounts, mutual funds, and exchange-traded funds (ETFs), or just separately managed accounts.

BENEFITS

Personalized
Guidance option
Simplicity

Manager Select

A traditional separately managed account program that gives you the ability to access premier providers of private wealth management services without extremely high account minimums2.

BENEFITS

Respected Managers
Customized
Personal team

Model Wealth Portfolios

Helps you realize your goals through a unique asset allocation strategy that provides a disciplined investment process backed by expert resources.

BENEFITS

Theme-based
Expertly managed
High caliber

BlackRock, ING, Oppenheimer and more

These companies offer a broad range of mutual funds with diverse investment objectives and philosophies, designed to meet personal financial and investment goals.

BENEFITS

Diversification
Asset allocation
Choice

1 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.

2 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.

Investments described on this page are subject to market risk, will fluctuate and may lose value.

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.

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 in LPL investment advisory programs.

Please consider the charges, risks, expenses and investment objectives carefully before purchasing a mutual fund or exchange-traded fund. For a prospectus containing this and other information, please contact a financial professional. Read it carefully before you invest or send money.

AXA Advisors, LLC, member FINRA/SIPC, serves as the introducing broker/dealer and LPL Financial, member FINRA/SIPC, serves as the clearing broker/dealer for brokerage accounts. AXA Advisors, LLC 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 AXA Advisors' Financial Professionals. AXA Advisors and its Financial Professionals are not affiliated with LPL Financial. AXA Equitable Life Insurance Company (AXA Equitable) New York, NY, is an affiliate of AXA Advisors, LLC.

Copyright ©  1999-2011  AXA Equitable Life Insurance Company. All rights reserved.

GE-87351 (09/2013)