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Model portfolios offer advisors and their clients an array of managed investment options
ST. PAUL, Minn.--(BUSINESS WIRE)--Securian Freedom is a turnkey asset management program offered by Securian Financial Services, Inc. (SFS) that offers a disciplined approach to investing for the long term. It combines the investment expertise of the professionals in SFS’ Investment Resource Group (IRG) and the convenience of the Pershing platform. Securian Freedom is available for investments of $50,000 or more.
Advisors can offer a range of Securian Freedom model investment portfolios to their clients and help them choose the one that best suits their financial goals, risk tolerance and investment horizons. Client accounts are managed by the IRG on a discretionary basis in accordance with the model portfolios selected by clients, allowing advisors to focus on client investment objectives while building their businesses.
“Advisors new to investment advisory business or those who wish to expand and diversify their practices will find Securian Freedom especially useful,” said Richard A. Diehl, chief investment officer, Securian Financial Services, Inc. “It gives clients professional asset management that includes ongoing monitoring and account adjustment, and it’s not as time-intensive for the advisor.”
Each of the five model portfolios combines 13 – 17 sub-asset classes to maximize risk-adjusted returns They range from an aggressive growth option whose objective is the highest possible long-term growth of capital, to an income option for investors whose primary objective is current income. The target market is individuals who:
Securian Freedom also gives clients access to institutional share class pricing, reducing the cost and maximizing returns. Additional services include performance reporting; consolidated statements; online access; and email delivery of statements, trade confirmations and other important documents. One transparent advisory fee covers all investment advisory and transaction expenses, though miscellaneous fees may be charged, depending on the size and structure of the account.
“Securian Freedom is one of many value-adds available to advisors who work with Securian Financial Services,” said Diehl.
Detailed information about the program, including costs, is contained in Securian's Freedom program brochure. A copy of the brochure is available upon request by contacting Securian's Service Center at 1-800-820-4205.
Since 1880, Securian Financial Group and its affiliates have provided financial security for individuals and businesses in the form of insurance, investments and retirement plans. Now one of the nation’s largest financial services providers, it is the holding company parent of a group of companies that offer a broad range of financial services.
Neither diversification nor asset allocation guarantees against loss. They are methods used to manage risk. Investments will fluctuate and when sold may be worth more or less than when originally invested.
Securian Financial Services, Inc. Securities Dealer, Member FINRA/SIPC. Registered Investment Advisor • 400 Robert Street North, St. Paul, MN 55101-2098 • 1-800-820-4205
DOFU – 10-12
Insurance products are issued by Minnesota Life Insurance Company in all states except New York. In New York, products are issued by Securian Life Insurance Company, a New York admitted insurer. Both companies are headquartered in Saint Paul, MN. Product availability and features may vary by state. Each insurer is solely responsible for the financial obligations under the policies or contracts it issues.
© 2005- Securian Financial Group, Inc. All rights reserved.