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.
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:
Managed accounts offer many benefits and features that allow for your investment portfolios to be customized and work for you. They offer:
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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