Advisory Services

Advisory services offered by Advised Assets Group, LLC (AA) a federally registered investment advisor, provides investment assistance to all types of investors.

You have the opportunity to choose the level of assistance to help you design a fundamentally sound investment strategy that is tailored to and designed specifically for you.

Use of either service is completely optional.  Review each service details more thoroughly.

Online Investment Guidance Online Investment Advice Managed Account Service
Designed for the Do-It-Myself investor who wants help selecting an appropriate asset allocation strategy. It provedes personalized asset allocation assistance. Designed fo the Help-Me-Do-It invesor who wants specific investment advice tailored to their personal financial circumstances. An annual fee will apply if you use this service. Designed fo the Do-It-For-Me investor who wants a financial expert to select their investments and manage the account. A monthly fee will apply if you enroll in the program.
  • Log into your MNDCP Account Online.
     
  • Provide information regarding your financial situation and retirement goals.
     
  • Receive savings strategy and asset allocation information based on your specific retirement planning strategy.
     
  • Use the investment options in the MNDCP to build your asset allocation.
     
  • This tool does not provide fund specific recommendations.
     
  • Available at no cost.
  • Log into your MNDCP Account Online.
     
  • Provide information regarding your financial situation and retirement goals.
     
  • Receive savings strategy and fund specific recommendations from the investment options in the MNDCP.
     
  • Revisit whenever your personal financial circumstances change.
     
  • The fee for this service is $25 a year (assessed $6.25 quarterly). You may cancel at any time.
  • Professional investment portfolio monitoring and management with retirement readiness assessment, including assets held outside your MNDCP account (if you wish).
     
  • Service will monitor and adjust your investment strategy as needed.
     
  • Receive annual Retirement Readiness statement.
     
  • Access to staff of dedicated registered investment advisors.
     
  • There is a fee for this service. Please call MSRS for more information.

 

1 Managed Account, Guidance and Advice services are offered by Advised Assets Group, LLC (AAG), a federally registered investment adviser and wholly owned subsidiary of Great-West Life & Annuity Incurance Company. More information can be found at www.adviserinfo.sec.gov.