Your account. Your way.
There is no one-size-fits-all wealth management solution, especially for investors who have special tax concerns or a unique investment portfolio. You need the personalized attention of a financial advisor who can help you adjust your portfolio whenever you need.
That’s why we offer fee-based managed accounts. When you work with Farm Bureau, your portfolio is managed by a financial professional who is ready to make proactive adjustments for you or take your specific direction. Together, we can help you work toward achieving your goals.
Features of Managed Accounts
Managed accounts offer many benefits and features that allow for your investment portfolios to be customized and work for you. They offer:
Is a Managed Account the Right Choice for You?
Managed accounts can provide some unique advantages as you build a comprehensive plan to meet your investment needs. As a highly customized solution, managed accounts are most appropriate for investors who have:
A desire for highly personalized advice
Having a managed account with Farm Bureau means that your financial advisor is intimately familiar with your goals, your needs and your individual investments. They can help counsel you as you make financial decisions.
A unique portfolio
Your investment portfolio represents your future – but your choices can also represent who you are. If you have particular investments or specific goals for your money, a managed account can help you balance your objectives.
Complex tax concerns
Alleviating your tax burden to ensure your money can work best for you can require some sophisticated investment management. That’s when having a managed account can pay off – now and for your future.
A long-term investment timeframe
Aiming for goals that are decades down the road gives you and your financial advisor the opportunity to have a more long-term approach to reaching your goals.