Investing with Managed Accounts

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.

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