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Fee-Based Programs

As the advisor landscape shifts, and sophisticated clients demand more, you may choose to expand your business model. Our Investment Advisory Services (IAS) team consists of internal and regional consultants and managers to help you stimulate a successful fee-based practice through state-of-the-art investment solutions, a robust platform, business plan development, customized training and superior service. Leveraging the strength and leadership of the AIG Advisor Group, IAS has built an industry leading fee-based platform with over $30 billion in assets under management as of January 1, 2007.

It Comes Down to Choice

According to your personal preferences and style, you can build your fee-based business and serve your clients with a range of products including mutual funds, ETFs, separately managed accounts, and access to third-party money managers. IAS has access to a variety of programs to meet your particular needs:

VISION2020 Advisor is a comprehensive Web-based suite of tools that allows you to efficiently manage client portfolios. VISION2020 Advisor allows you to:

• assess clients’ personal risk tolerance with a Risk Tolerance Questionnaire;
• draw on all types of investments, including cash, CDs, treasury instruments, mutual funds, ETFs and stocks;
• evaluate accounts and rebalance when necessary;
• incorporate Nobel Prize winning Modern Portfolio Theory to align investment portfolios along the Efficient Frontier;
• generate a personal Investment Policy Statement;
• create quarterly performance reports.

ModelFolios is a turnkey mutual fund asset allocation strategy based on clients’ risk tolerance and investor profile. Through ModelFolios, your clients’ portfolio is actively managed to respond to changing market conditions. A dedicated, full-time team measures the performance results of money managers’ picks against the performance of their peers and against the relevant index. In addition, the portfolios are rebalanced to ensure consistency in your clients’ strategy.

The Managed Assets Program (MAP) is a privately labeled, personalized investment management program designed to help your clients with substantial assets get more from their wealth. Within MAP, you have access to a broad universe of proven investment managers across the spectrum of major asset classes through the use of separately managed accounts. You are able to offer your clients unique benefits, such as professional management, direct ownership of securities and a single asset-based fee through the MAP platform.

Third Party Money Managers allow you to eliminate the responsibility of ongoing portfolio management, rebalancing, performance reporting or billing and collection of management fees—all are performed by the third party money manager. You are responsible for selecting the most appropriate money manager for your client, monitoring the performance of the money manager, and managing the relationship between your client and the money manager. IAS provides a variety of vehicles to access third party money managers’ solutions.