Managed Assets Program

The AIG Advisor Group Managed Assets Program is an investment management consulting program that provides broad access to a universe of proven money managers and strategies ideal for high-net-worth clients comfortable with making investments in $100,000 allocations.

The Managed Assets Program also provides:
  • Consultative investing approach
  • Professional management
  • Direct securities ownership
  • Tax management
  • Mutual funds research
  • Face-to-face research model

You'll be able to have your clients complete the risk tolerance questionnaire to generate a comprehensive investment proposal that includes:

  • Client letter
  • Performance measurement description
  • Efficient Frontier information
  • Historical performance comparisons
  • Capital Markets charts
  • Investment policy statements
  • Glossary of terms
  • Conclusion

 
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Last updated 11-01-2005

AIG Advisor Group is the marketing designation for the subsidiary broker-dealer members of American International Group (AIG). Securities and investment advisory services are offered through Advantage Capital Corporation, AIG Financial Advisors, Inc., FSC Securities Corporation, and Royal Alliance Associates, Inc., all of whom are wholly owned subsidiaries of AIG and are members of the NASD, SIPC and are registered investment advisors. The term Financial Advisor is not an indication that the Registered Representative is a registered investment advisor. Each Registered Representative will inform you of the services theyare qualified and registered to provide.
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