Investor Services

At FMG our objective is to provide a wide array of investment and portfolio management solutions and services. These services are offered to individuals, trusts, businesses and not-for-profit organizations for their personal and retirement investment accounts. Every client's portfolio is custom designed to match their risk tolerance, time horizons and investment objectives.

Investor Profiling
Based on your responses to a series of questions designed to measure your investment objectives, time horizons and risk tolerance, we help you determine an acceptable risk/reward profile.

Portfolio Analysis
We analyze and provide feedback on your current investment program emphasizing alignment with your investor profile.

Asset Allocation
Based on your investor profile, we provide a specific model for asset class weightings as a percentage of your total portfolio.

Brokerage Accounts
We consolidate your investment portfolio into an easy-to-manage account. Monthly statements, check writing privileges and debit card services are available.

Managed Accounts
We create and manage a portfolio based on your asset allocation model utilizing an array of managed account platforms that give us access to a very large number of asset managers and their expertise.

Third-Party Management Programs
We identify appropriate investment managers and programs based on your specific investment objectives, and monitor their performance relative to their benchmarks.

Investments
Through the registered representatives and the investment advisors of Securian Financial Services, Inc. member FINRA/SIPC, a registered investment advisor and our affiliation with Securian Financial Network, Inc., you have access to a wide range of mutual funds and selected money managers. Our registered representatives use their expertise in portfolio management, investment analysis and asset allocation to help you set the strategic direction of your account. They provide the highly personalized service necessary to effectively manage your financial assets.

Wealth Accumulation Products