Advisor Mutual Fund Program

At a glance

Product name: Advisor Mutual Fund Program
Product type
Mutual Fund
Account type(s):
403(b)
IRA
Roth IRA
SEP IRA
SIMPLE IRA
Cost
Multiple Options
Strategy
Multiple investment options to create client portfolios for all client life stages.
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Do you want to provide your clients with the diversification of multiple investment companies without the hassle of opening a brokerage account?

Key features
  • 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.

Target Portfolios Brochure

Asset Class Level Portfolios

Fact Sheet - Option 3

Fact Sheet - Option 4

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.

For more information (including financial professional fact sheets and resources), complete the form below and our team will contact you.

1Diversification does not assure a profit.

Application
403(b)
Download
457
Download
IRA
Download
SEP/SIMPLE
Download

Contact us about Advisor Mutual Fund Program

FINANCIAL PROFESSIONAL USE ONLY — NOT FOR USE WITH CONSUMERS

Dollar cost averaging does not ensure a profit or provide protection against loss. An investor should consider the ability to continue purchasing through periods of low price levels.

Services are offered through Security Distributors, a subsidiary of Security Benefit Corporation (Security Benefit). All securities brokerage services are performed exclusively by the local sales representative's broker/dealer. Security Benefit is not affiliated with Morningstar. 

You should carefully consider the investment objectives, risks, charges, and expenses of the mutual funds carefully before investing. You may obtain prospectuses or summary prospectuses (if available) that contain this and other information about the mutual funds by calling our Service Center at 800.888.2461. You should read the prospectuses or summary prospectuses (if available) carefully before investing. Investing in mutual funds involves risk and there is no guarantee of investment results.

The Security Benefit Advisor 403(b)(7) is a Custodial Account under §403(b)(7) of the Internal Revenue Code. The Security Benefit Advisor 457 is a Trust Account under §457 of the Internal Revenue Code. Security Benefit Advisor IRA is an IRA Custodial Account under §408(a) of the Internal Revenue Code.