Strive to Achieve Your Investment Goals with Professional Money Management
Ameritas Investment Partners, Inc. is committed to helping you reach your financial goals. Partnering with us and your Investment Adviser Representative (IAR) provides you with professional investment management through a personalized portfolio.
Ready to take the next step?
Contact us today to open your wealth management account and start working toward your financial goals.
Your customized investment plan
We work closely with you and your IAR to develop a tailored investment plan following these steps:
1
Review your goals and how your investments can help achieve them.
2
Create a strategy based on your risk and return preferences.
3
Put your customized strategy into action.
4
Regularly assess and adjust your strategy as needed.
As an investor, you play an active role in the decision-making process. Your financial advisor provides recommendations based on your information. Whether you’re an individual or representing an organization, the final investment policy decision is yours.
AIP’s wealth management team reviews and follows up on your advisor’s analysis to ensure personalized, suitable advice that aligns with your best interests.
Asset allocation balances different asset classes to manage market risk according to your goals and risk tolerance. This strategy serves as the blueprint for building and managing your portfolio.
Benefits of our wealth management accounts
- Customized portfolios tailored to your objectives.
- Asset-based fee structure that is transparent and straightforward.
- Tax efficiency, when needed, minimizes tax impact while maximizing performance.
- Account offering comprehensive services including evaluation, planning, management, trading and reporting for a single fee.
Why choose AIP?
Ameritas Investment Partners, Inc. is a registered investment adviser. The Ameritas Investment Partners wealth management team has more than 25 years of experience managing assets for insurance companies, public and private pension funds, endowments, foundations, mutual funds and high net worth individuals.
Professional management
Your wealth will be managed by our team of experienced investment professionals.
Tailored strategies
We create personalized investment strategies to meet your unique goals.
Comprehensive support
Together with your IAR, we navigate the complexities of today’s investment markets and account structures.
Service
We foster long-term relationships through open communication and a dedicated team to answer your investment questions.
Performance reporting
The quarterly reporting package includes return on investment, market values, customized benchmark and more.
Secure online access
Access to daily account values, quarterly portfolio reviews and additional reports.
Our investment philosophy
We manage client investment portfolios using a proprietary process that depends on the knowledge of AIP associates who are experienced in delivering long-term financial solutions to individuals, businesses and institutions. We also leverage the capabilities of Ameritas subsidiaries.
Working toward success
Your IAR and our wealth management team work together to help you achieve your investment goals. We handle research, decision making and transactions, allowing you and your representative to focus on your broader financial objectives.
Ready to take the next step? Contact us today to open your wealth management account and start working toward your financial goals.