Services
Asset Allocation and
Investment Model Offerings
At Drake Financial Group, we believe a well-designed and executed asset allocation is a key component to helping you achieve your long-term goals.
Asset allocation might be beneficial in achieving the appropriate balance of “risk and return” objectives. It is important to consider spreading your assets across different asset classes, sectors, and market themes.
Your advisor will work with you to determine which investment options are appropriate to be part of your asset allocation. Your allocation may differ depending on your need for growth, income generation, preservation, or income distribution.
Professional Asset Management
Through the Primerica Advisors Lifetime Investment Program, we offer professionally managed investment strategies. The asset managers are selected based on their demonstrated ability to develop and manage investments that can assist clients in meeting their accumulation, preservation, and distribution goals.
Professional asset managers are identified based on:
- Organizational structure and credentials of the people focused on managing the assets
- Asset manager’s defined philosophy and process
- Asset manager’s ability to deliver repeatable, consistent
performance
Our Services
- Retirement Income Planning
- Mutual Funds
- Annuities
- Small Business Retirement Plans
- Individual Retirement Accounts (IRAs)
- 529 College Savings Plans
- Fee-based Managed Accounts