Managed accounts
Personalized attention—and the experience of financial professionals—combine to help you pursue your investment goals.
Put investment professionals to work—in your best interest
What are managed accounts?
Managed accounts are financial portfolios that you own, but they're managed by an investment professional (your Thrivent financial advisor or another designated portfolio manager). Managed account portfolio managers are required to act in your best interest. They may buy and sell assets within the managed account as long as—depending on the type of managed account you select—you approve those decisions, or they're guided by your goals.
Who are they for?
Managed accounts can be a good fit for individuals and families who prefer to have their investments monitored and managed by experienced financial professionals. Managed accounts might not appeal to people who prefer a DIY approach to investing.
How are they used?
People choose managed accounts as a way to help save for retirement, plan for education costs, establish a legacy and pursue other lifelong financial goals.
Get insights from your financial advisor
Your Thrivent financial advisor assesses your overall investment strategy, helps you understand how managed accounts might help you reach your goals, and provides information about your available options.
If you’re uncertain whether a managed account is right for you at this time, your Thrivent financial advisor can also help you explore other solutions to address your financial needs.
Get insights from your financial advisor
At Thrivent, we understand that your rate of return may be only part of the equation. We help you find managed accounts that align with all your priorities—and reflect your most closely held values.
For example, you may favor socially responsible investments that have environmental, social and corporate governance (ESG) impacts. Or, you may want a managed account to help you support loved ones—or an organization or cause you care about.
Compare your managed account options
Thrivent offers a variety of managed account programs to choose from. So, you can select one that fits your unique needs and carries a level of financial risk that you’re comfortable taking on.
The investment assets in some managed accounts are recommended or determined by your Thrivent financial advisor. For other accounts, those decisions are made by third-party portfolio managers.
Personalized advice leads to informed investment decisions
Discuss managed accounts (and more) with
a Signature Dex advisor.
Contact
- mail@signaturedexs.com
- Aeneas Silvius-Straße 26, 4059, Basel, Switzerland
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About
Signature Dex helps make sure your finances support the journey. We provide insurance, banking, investment options and financial advice that align with your needs and priorities.