Investment Solutions
Best-in-Class Investment Solutions offered through PFS Investments Inc.
Mutual Funds
American Century Investments
American Funds
Fidelity Advisors
Franklin Templeton Investments
Invesco
Legg Mason
MFS
Putnam
Annuities
AIG
Equitable
Brighthouse Financial
Lincoln Financial
529 Plans
American Funds
Fidelity Investments
Franklin Templeton Investments
Scholar's Choice
401(k)s, Cash Balance Plans and 403(b)s
Aspire
Equitable
American Funds
CUNA Mutual
Fidelity Investments
Voya
July Services 401(k) and Solo(k)
July Services Cash Balance Plans
Managed Accounts
Primerica Advisors Lifetime Investment Platform
Focused on Client’s Lifecycle Needs:
The Primerica Advisors Lifetime Investment Platform is designed to enable advisors to assist their clients in achieving goals throughout the client’s investable lifecycle. Advisors can assist clients through the accumulation, preservation and income distribution phases of their lives.
Access to Professional
Asset Managers:
The Primerica Advisors Lifetime Investment Platform is designed to enable advisors to assist their clients in achieving goals throughout the client’s investable lifecycle. Advisors can assist clients through the accumulation, preservation and income distribution phases of their lives.
Lifetime Investment Platform
The Lifetime Investment Platform provides you with access to a wide range of strategies. A well-designed asset allocation strategy can be a key component to helping you achieve your long-term goals or you might benefit from a more targeted strategy using separately managed accounts (SMA). These investment options can be strategic or tactical and, in many cases, can be combined to balance risk and reward.
Our investment portfolios are constructed using mutual funds, exchange traded funds (ETF), stocks, bonds or a blend of investment types. By working with your Advisor, you will be able to identify the investment options most aligned with your personal goals, time horizon, risk tolerance, and investing preferences. You can easily adjust your investment plan to accommodate changing needs.
The Lifetime Investment Platform offers you access to professional asset managers. Primerca Advisors has chosen these asset managers based on their demonstrated ability to develop and manage investment strategies that can assist clients in meeting their accumulation, preservation, and distribution goals. Primerica Advisors’ investment committee has chosen the asset managers based on their people, philosophy, process, and performance.
The selection process is independent and objective. Primerica Advisors is not an affiliate of any of the asset managers. All asset managers in the program are regularly monitored by the investment committee. Quarterly and annual review are conducted on each asset manager and investment model offered in the program.
