Managed Accounts

Your employees want to feel confident about their investment selections and overall retirement portfolios, but some don't know where to begin. We partner with leading managed account1 providers and investment firms to offer options from some of the most respected and experienced firms—so you can compare managed account services and pick the right solution for your organization and employees.

When your employees select a managed account, they will be able to work one-on-one with an investment professional to obtain an investment portfolio that's personalized for them.

Key benefits

  • Supports employees who prefer a hands-off approach to investing
  • Includes professional advice and personalized account management services that may factor in an individual’s age, gender, salary, and more
  • Tailors an employee’s investment mix to personalized goals and adjusts quarterly, if needed
  • Provides a suitable Qualified Default Investment Alternative (QDIA) option, like target date and balanced funds
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Contact a Total Growth Consultant 833-862-1122
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or speak with a Total Growth Consultant at 833-862-1122

1Managed accounts are offered through non-Ascensus, third-party providers.

Neither the material contained herein nor in our website is intended to be, or construed as, an offer to sell or a solicitation to purchase any securities product. No person has been authorized to make recommendations or provide investment advice on behalf of Ascensus, LLC, with respect to any securities product, and nothing herein or as presented on our website is intended to serve as a recommendation or investment advice.

With regard to managed accounts, please read the participating money manager’s disclosure brochure, including any supplements, for important information and disclosures. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. Investment advisors are not owned by, affiliated with, or supervised by Ascensus, LLC, or any of its subsidiaries. Services and fees may vary depending on which money manager is selected and are subject to a money manager's acceptance of the account.

Based on your broker-dealer firm, institutional partner arrangement, and/or selling preferences, some program features may not apply.