With a diverse platform of Investment Managers and Funds, Security Benefit offers an excellent program for clients wanting diversification in their 403(b), SIMPLE, SEP, ROTH, and Traditional IRAs.
Advisor Mutual Fund is a unique mutual fund custodial platform with more than 140 Mutual Funds and more than 30 Investment Managers to offer the diversification that you need. It is easy to use with low minimums to get started, and an efficient enrollment process to sign up.
Key Investment Features:
- Robust set of Investment Options with over 30 Investment Managers
- 5 Passive Index Portfolio options with Vanguard®
- 5 Target Portfolios by Mesirow Financial®
- The addition of American Funds®
- New fund additions with ESG integration
- Target Date Funds with T. Rowe Price® and Vanguard®
In addition to the robust set of investment options, Advisor Mutual Fund has many customer friendly features to help you provide a simple, competitive platform for your clients.
For more information (including financial professional fact sheets and resources), call 800.747.5164, Option 3.