Phone: (800) 868-4262

MEMBERS Managed Accounts

Investment options have dramatically expanded in number, variety and complexity. Successful investment management requires expertise and time to devise an investment strategy, analyze financial markets, research investments and build, monitor and rebalance your portfolio. That's why professional investment management has become increasingly important in helping you achieve your goals.

Summary

Innovative Strategies For The Informed Investor

The MEMBERS Managed Account Program offers professional investment management tailored to your individual needs. With a variety of investment strategies available, we're confident we can build a portfolio to match your individual goals, objectives and tolerance for investment risk.

To get started, simply contact one of our Financial Advisors or call our toll free number (877) 863-6169.

Portfolio Management

The MEMBERS Managed Account Program provides:

• Professional, institutional-level portfolio management, using asset allocation strategies based on the Nobel prize-winning Modern Portfolio Theory
• Multiple investment strategies (active alpha, active/passive, ETF and tax-managed) to match your objectives
• Best-in-class investments that have passed a rigorous five-step screening process
• Continuous monitoring of your account, with portfolio management decisions made and implemented quickly, as needed
• A proven rebalancing strategy, ensuring a consistent allocation that stays aligned with your objectives

You receive all of the above in one comprehensive account.