Investment Management

Manage your assets with the Ameritas Wealth Platform offered through affiliate Ameritas Advisory Services, LLC. The program, along with ongoing guidance from your financial advisor, provides in-depth professional investment management to help you define and support your investment goals.

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Tailored investment plans

A full range of investments for your customized portfolio, including stocks, bonds, options, exchange traded funds, mutual funds and separately managed accounts.

Ability to address complex issues like individualized tax or risk strategies and to help ensure your investments align with your personal values.

Designed to meet the needs of all investors, including high net worth individuals, with numerous investment options.

A personalized approach

Your financial advisor will match your investment goals, objectives and risk tolerance to a portfolio best suited for you. All Ameritas Wealth Platform accounts offer these benefits:

Professional money management leverages expertise, diversifies risk, saves time and maintains emotional discipline.
Regular rebalancing helps maintain target asset allocation, manage risk, capture gains, preserve investment strategy and potentially enhance long-term returns.
Easy-to-understand account statements promote transparency and informed decision-making.

Other products and services

You may want to consider other advisory products and services offered through AAS.

Retirement plan consulting

Your financial advisor has tools to directly manage your 401(k), 403(b), 457 or other retirement plan to avoid undue risk and ensure the holdings in those accounts align with the rest of your financial life.

Comprehensive financial planning

As a supplement to your Ameritas Wealth Platform experience, your financial advisor may also recommend making a comprehensive financial plan to create a detailed picture of your entire financial life.

Take the next step

Talk to a financial advisor to discuss if the Ameritas Wealth Platform is right for your financial strategy.

Find a Financial Professional

Securities offered through affiliate Ameritas Investment Company, LLC, Member FINRA/SIPC. Financial planning and investment advisory services offered through affiliate Ameritas Advisory Services, LLC.

Ameritas Advisory Services, LLC offers certain managed account programs custodied at Charles Schwab & Co., Inc. and Fidelity Clearing & Custody Solutions®.