Helping you reach your investment destination
Investment advisory programs
Being a successful investor doesn’t come easy. If you want to leave some or all of the decision-making and management of your investments in the hands of a professional, consider an investment advisory program.
Securian Financial's programs allow you to choose how involved you are in both the day-to-day aspects of investing as well as the overall investment strategy to help meet your short- and long-term financial goals.
Our programs range from obtaining basic guidance to help you make informed investing decisions to placing the full management of your portfolio in the hands of our experienced investment professionals.
Where guidance meets choice
Our programs’ varying levels of involvement means you can choose to balance the control you want with the professional guidance and support you need to succeed and to help meet your goals.
All programs offer recommendations from your advisor specific to your goals, your timeframe and your risk tolerance.
Benefits to you
The main benefits of an investment advisory program are ensuring diversification to help manage risk and the expertise a professional investment manager brings to work specifically for you.
In addition to assistance choosing the investment options included in your portfolio, some programs also include:
- Developing a detailed financial plan with your advisor and reviewing it annually
- Using model portfolios to reduce tax exposure, provide steady income or pursue aggressive growth
- Choosing private portfolios individually managed by unaffiliated professional money managers
- Placing your assets in a professionally managed trust designed to achieve specific goals and managed by a trust officer