managed account programs
Helping you reach your investment goals
Ameritas Investment Partners Wealth Management Overview
An Ameritas Investment Partners Wealth Management account integrates your investment goals with your professional advisor and our investment management services. Together, we design the solution that’s right for you. While our services are designed specifically for you, all of our clients experience the same attentiveness throughout the process.
Our relationship begins with your goals. Working side by side with your investment advisor, we develop a client profile based on your risk tolerance, cash flow needs and an appropriate timeline to achieve your goals. Your client profile provides us important information to develop an asset allocation strategy for your account.
Asset Allocation Strategy
Asset allocation is an investment management strategy that addresses the risk of market fluctuations by balancing the different characteristics of investment asset classes in relation to your goals and tolerance for investment risk. Your asset allocation strategy, implemented in either the MERCURY or GEMINI product, is the blueprint from which Ameritas Investment Partners will build your portfolio and make day-to-day decisions.
Currently, we offer two main investment product vehicles: MERCURY and GEMINI.
- MERCURY — Designed for smaller accounts ($100,000 minimum), MERCURY uses the world of Exchange-Traded Funds (ETFs) to efficiently invest in different asset classes for your customized portfolio.
- GEMINI — For larger accounts ($500,000 minimum), GEMINI has the added capability to create a customized, tax-efficient portfolio utilizing individual securities in certain asset classes and complementing the asset allocation process by investing in ETFs.
Ameritas Investment Partners, Inc. is a registered investment adviser offering advisory services to institutional and retail clients, including insurance companies, mutual funds, pension and retirement plans and customized investment programs designed for high net worth individuals and other retail investors (Wealth Management Programs). The Wealth Management Programs are offered jointly by AIP and Ameritas Investment Corp. (AIC), an affiliated registered broker-dealer, member FINRA/SIPC, and an investment advisor. AIP provides discretionary advisory services, and AIC provides all brokerage services for the Wealth Management Programs.