F–MAP (Fund Managed Account Program)

As an investor, is limiting your risk and diversifying your investments important to you? If the answer is yes, the Fund Managed Account Program (F–MAP) may be the most appropriate track for you. By participating in this program, you may potentially benefit from the experience and knowledge of our seasoned Investment Policy Committee. Our committee leverages both Morningstar and Pershing research when selecting investments for our program models. F–MAP provides five professionally managed models, ranging from aggressive growth to income, to help meet your individual investment needs.

F–MAP is intended for individuals who are looking to invest their assets in a mutual fund or variable annuity wrap program. Enrollment in this program requires a minimum initial investment of $25,000 and is suitable for qualified and non-qualified accounts.

The F–MAP program takes all the guesswork out of how to manage your assets by offering the best strategies and styles for you to choose from prior to investing your money. Whether you are young and attaining assets or retiring with a large sum of money which you will need to sustain you in later years, the F–MAP program offers a set of investment models that will help meet your investment criteria. Even better, once you choose the model that best suits your stage of life, present financial condition and risk tolerance, you will feel confident in knowing that your money will be managed by a group of experienced investment professionals who will create, report on and monitor your portfolio on a regular basis.

As a client, you will receive regular account statements and confirmations, quarterly performance reports that include current portfolio asset allocation, updated positions, transaction history, and benchmarks for comparison.

Contact your Investors Capital Financial Advisor today for more information on how to get started.