Customized investments can help retirement plan specialist advisors differentiate themselves from competitors and demonstrate value to clients
Unitized model portfolios provide advisors with the flexibility to customize investment solutions based on a broad range of investment objectives, while also simplifying investment decisions for participants. Securian Financial’s program, offered in conjunction with
“Unitized model portfolios are for professionals interested in taking target-date funds to the next level by building customized risk-based solutions for participant usage,” said
Advisors and wealth management firms interested in learning more about how Securian Financial’s recordkeeping services, coupled with customized investment models from
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The assets for each unitized model portfolio are held in custodial accounts at
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