Innovative Strategies For The Informed Investor
Investing today requires many decisions. Your investment choices have dramatically
expanded in number, variety and complexity. Successful investment management
requires expertise and time to devise an investment strategy, analyze financial
markets, research investments and build, monitor and rebalance your portfolio.
That’s why professional investment management has become increasingly important
in helping you achieve your goals.
The MEMBERS® Managed Account Program (pdf) offers professional investment management tailored to
your individual needs. With a variety of investment strategies available, we’re confident we can
build a portfolio to match your individual goals, objectives and tolerance for investment risk.
Sophisticated Portfolio Management
The MEMBERS® Managed Account Program provides:
- Professional, institutional-level portfolio
management, using asset allocation
strategies based on the Nobel prize-winning
Modern Portfolio Theory.
- Multiple investment strategies — active
alpha, active/passive, ETF and tax-managed
— to match your objectives.
- Best-in-class investments that have passed
a rigorous five-step screening process.
- Continuous monitoring of your account,
with portfolio management decisions made
and implemented quickly, as needed.
- A proven rebalancing strategy, ensuring
a consistent allocation that stays aligned
with your objectives.
You receive all of the above in one comprehensive
account.
Read the Managed Account Brochure (pdf) for complete details on how this program can benefit you. Then, to get started, simply contact one of our Financial Advisors or call
our toll free number 1 (877) 863-6169. |
