Accounts Personalized to Your Individual Needs
For investors who need highly customized service, have special tax concerns and/or a unique investment portfolio, there is no one-size-fits-all wealth management solution. Investors like you need the personalized attention of a money manager who can help you adjust your portfolio anytime you need.
Our fee-based managed accounts can help. Your portfolio is managed by a professional money manager who is ready to either make proactive adjustments for you or take your specific direction according to your needs and objectives.
Is a Managed Account Right for You?
Managed accounts can provide some unique advantages allowing you to build a comprehensive, customized solution for your investment needs. This kind of account is most appropriate for investors who have:
- Special customization requirements
- A desire for highly personalized advice
- A unique portfolio
- Unique tax concerns
- A long-term investment timeframe
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:
- Full customization
- Opportunity for tax advantages
- Asset-based fee structure
- Access to Professional Money Managers
To find out if a Managed Account could be an option for your investment portofio, contact your Farm Bureau Advisor today.
It’s your future. Let’s protect it.®