Beyond helping your employees take control of their financial lives, the investment professionals of Designed Benefits can offer you and the other principals in your company essential expertise and guidance in the pursuit of your own personal financial goals.
Our knowledgeable and caring financial representatives are skilled in helping you assess your financial goals, time horizon and risk tolerance. We’re dedicated to providing asset allocation strategies from a value perspective, seeking to consistently provide investors with excellent risk-adjusted returns over the long term.
We provide assess to a variety of investment products, including mutual funds from some of America’s most respected money management firms.
Securities are offered by registered representatives and distributed through
Securities Management and Research, Inc. (SM&R), a broker-dealer subsidiary of American National, 2450 South Shore Blvd., League City, TX 77573, 281-334-2469, Member NASD, SIPC.
All securities products involve investment risk, are subject to market fluctuations and the possible loss of principal. All investors are advised to carefully consider the investment objectives, risks and charges and expenses of any investment company before investing. The prospectus contains this and other information about the investment company. For complete information about any securities products, ask a registered representative for a free prospectus, or call SM&R at 800-231-4639 to request one. Investors should read the prospectus carefully before investing.