With a managed portfolio, we’ll do the heavy lifting for you.
Our experienced financial professionals will help you prepare to get to and through retirement. In addition to managing your investments, they will help you create a holistic financial plan that includes insurance needs, tax and estate considerations and more.
Call us today for help getting started: 866-906-2081
Account minimums may vary by product.
Key Features
- A dedicated Voya Financial Advisor financial professional providing personalized, one-on-one guidance
- A disciplined investment strategy to match your goals
- A diverse mix of investments
- Account rebalancing in accordance with your solution
- Annual Account Review with your dedicated advisor to ensure your strategy still aligns with your goals
- Convenient account management with 24/7 online access
Suitable for investors who:
- Need assistance or prefer to have an investment professional take the lead
- Have little to no investment experience
- Are open-minded and receptive to recommendations
Fees & Charges
- Depending on the strategy, fees can range in value. Having a consultative conversation with an advisor is always the recommended first step.
Initial Deposit
- Initial deposit is required to open an account, amount may vary by product.
This material is provided for general and educational purposes only; it is not intended to provide legal, tax or investment advice. All investments are subject to risk. When redeemed, an investment may be worth more or less than the original amount invested. Neither Voya nor its affiliated companies provide tax or legal advice. We recommend that you consult an independent tax, legal, or financial professional for specific advice about your individual situation.
The tax information herein is not intended to be used, and cannot be used by any taxpayer, for the purpose of avoiding tax penalties. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.
Financial advisors and Financial Planning Consultants are Investment Adviser Representatives and Registered Representatives of, and offer securities and investment advisory services through Voya Financial Advisors, Inc. (member SIPC).