At a glance
Do you want to provide your clients with the diversification of multiple investment companies without the hassle of opening a brokerage account?
- We offer more than 140 different mutual funds, more than 30 different investment firms, 30 asset classes to diversify accounts1
- Diversification of Multiple Mutual Fund Companies without multiple client statements and accounts
- Automatic Dollar Cost Averaging — Rollover money from previous employers and dollar cost average the money into the account monthly or quarterly
- Asset Reallocation without the worry of large mutual fund account minimums
- Free Exchanges between funds gives you the flexibility to make changes without additional fees
- Rights of Accumulation across multiple investment companies
- Life Style and Life Cycle Funds for clients who want something simple
- Target Portfolios by Mesirow®
- Passive portfolios using Vanguard® Index Funds
We’ve also provided a Quarterly Morningstar® 4- and 5-star rated fund fact sheet along with our Investor Quiz to help you efficiently build your clients’ portfolio for onsite employer enrollments. We provide these two tools to help you can get a head start on screening the funds to build your client’s portfolio.
Security Benefit offers the Advisor Mutual Fund Program, which is available for individual 403(b), SEP and Simple IRA accounts. Advisor Mutual Fund is also available for Traditional and Roth IRA’s. With low account minimums and free fund exchanges, we give you and your clients the maximum flexibility needed to create a customized portfolio for your clients.
Advisor Mutual Fund Program Overview
1Diversification does not assure a profit.
For more information (including financial professional fact sheets and resources), contact your dedicated Sales Team.
We’re here to help your clients To and Through Retirement®.