Managed Account Programs
Helping you reach your investment goals
Ameritas Investment Partners Wealth Management Overview
An Ameritas Investment Partners Wealth Management account integrates your investment goals with your professional advisor and our investment management services. Together, we design the solution that’s right for you. While our services are designed specifically for you, all of our clients experience the same attentiveness throughout the process.
Client Profile
Our relationship begins with your goals. Working side by side with your investment advisor, we develop a client profile based on your risk tolerance, cash flow needs and an appropriate timeline to achieve your goals. Your client profile provides us important information to develop an asset allocation strategy for your account.
Asset Allocation Strategy
Asset allocation is an investment management strategy that addresses the risk of market fluctuations by balancing the different characteristics of investment asset classes in relation to your goals and tolerance for investment risk. Your asset allocation strategy, implemented in either the Mercury or Gemini product, is the blueprint from which Ameritas Investment Partners will build your portfolio and make day-to-day decisions.
Currently, we offer two main investment product vehicles: Mercury and Gemini.
- Mercury — Designed for smaller accounts ($100,000 minimum), Mercury uses the world of Exchange-Traded Funds (ETFs) to efficiently invest in different asset classes for your customized portfolio.
- Gemini — For larger accounts ($500,000 minimum), Gemini has the added capability to create a customized, tax-efficient portfolio utilizing individual securities in certain asset classes and complementing the asset allocation process by investing in ETFs.
Ameritas Investment Partners, Inc. (AIP) is a registered investment adviser and provides investment advisory services for the various wealth management programs. Registration as an Investment Adviser does not afford any level of skill or training. For the AIP wealth management programs, investment advisory services are offered through AIP and brokerage services are offered through Ameritas Investment Company, LLC (AIC) member FINRA/SIPC. AIP and AIC are affiliates.
Please refer to the designated Wrap Fee Program Brochure for information about the Program, fees relating to the Program and other important information. Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp. Fulfilling life® is a registered service mark of Ameritas Holding Company.