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Why is choice important?
Different investment tools offer varying levels of risk and return potential, enabling investors to tailor their investment strategy to their individual financial goals and risk tolerance.
Securities
Investing in securities offers investors the opportunity for potential returns, diversification, liquidity, ownership, income generation, inflation protection and access to professional management, making them a popular choice for building wealth and achieving financial goals. A brokerage account offered through AIC provides access to a wide variety of securities:
- Stocks
- Bonds
- Mutual funds
- Exchange-traded funds (ETFs)
- Custom portfolios
- Unit Investment Trusts (UITs)
- Variable annuities
- Variable life insurance
- Fixed indexed annuities
- Public non-traded REITs
- Private placements
- Structured notes
- Structured CDs
- Interval funds
- Alternative investments
Building an investment strategy
Instead of wading through the investment process yourself, consider consulting an experienced financial professional. Rarely is financial success achieved by luck. More often, it is a product of hard work, effective planning and a comprehensive investment process, one that begins with thoughtful initial discussions focused on you and your financial goals. Your financial professional can help guide you through this process:
1
Clarify your financial goals, objectives and time horizon.
2
Understand your risk tolerance.
3
Determine your asset allocation.
4
Select investments in your best interest.
5
Monitor your progress.
Take the next step
The investment planning process is complicated. The abundance of investment information readily available makes it even more confusing. With the help of a financial professional, you can have the assurance that someone is looking out for your financial well-being. Your financial professional can help manage the evolving financial needs of you and your family and provide the necessary guidance toward achieving your lifelong dreams.
Securities offered through affiliate Ameritas Investment Company, LLC, Member FINRA/SIPC. Financial planning and investment advisory services offered through affiliate Ameritas Advisory Services, LLC.
Securities products are subject to investment risk, including possible loss of principal. Before investing, carefully consider the investment objectives, risks, limitations, charges and expenses of the product and any underlying investment options. This information can be found in the product and investment option prospectuses. Copies are available from your registered representative or AIC. Please read carefully before investing.
Not all financial professionals can offer all products.
Lifetime income guarantees are based upon the insurer’s claims-paying ability, are subject to product terms and conditions and are offered for an additional fee.