Understanding a managed account
As your assets grow, so can the complexity of your financial picture. A managed retirement account is a personalized, professionally overseen investment plan designed to help you more easily achieve your financial goals. By entrusting your retirement savings to expert financial managers, you benefit from tailored investment strategies that align with your risk tolerance, time horizon and financial objectives.
Want to learn more? Speak to our Retirement Resource Group today at 1-888-540-2896, option 1.
Could a managed account be the right choice for you? There are multiple approaches to explore:
Do it myself
Select your asset mix and investment options on your own with the Custom Portfolio option.
Help me do it
With a Pre-built or a Model portfolio, you can simplify your investment decision by selecting one fund that invests in many different funds to spread market risk in line with your goals.
Do it for me
With a Professional Managed Account, feel confident knowing your investments are managed by a team of professionals.
Resources
Find your investing style to choose a retirement savings strategy that fits.
Discover the 3 main types of investments and how they can help you reach your financial goals.