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Managed Accounts

Spend your free time doing what you want. Let us handle the investing.

Whether you’re building a nest egg for retirement or saving money outside a retirement account, investing may be one of the best ways to do it. But there’s a good chance researching investments isn’t how you like to spend your free time. You’re not alone. COUNTRY Financial® has a series of managed accounts called the Journey Series and a team of investment managers who do the investing for our clients. We can help you too.  

Select a product below to learn more

Foundation Account

If you’re a beginning investor, we can help you start laying the groundwork for a brighter future.

CoMPAS Account

When it comes to investing, we know you may need some direction. A CoMPAS account can help.

Focus Account

Put your future into focus with an investment strategy personally designed for your financial goals.

Vision Account

You’ve worked hard to accumulate your wealth. See how a Vision Account will work hard for you.

Investment Management: Journey Series

Our Journey Series of Investment Management can simplify your life whether you are starting to invest, have a rollover 401(k), or have complex investment needs.

Basics of Investing

Through our Journey Series, we'll help you with some of the basics of investing:

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Asset Allocation

Your money is divided among asset categories like stocks, bonds, mutual funds and cash to address your specific time horizon and tolerance for risk.

 

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Rebalancing

This helps keeps your portfolio within your asset allocation mix.

 

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Choosing Investments

We'll select investments that help meet the goals of the asset allocation strategy you choose, based on your tolerance for risk.

Compare our Journey Series Accounts

There are four managed account types in our Journey Series, each with its own unique features. Each of these managed account types gives you the potential to grow your money.

Foundation CoMPAS Focus Vision
Minimum investment

$1,000 initial investment + $100/month OR $5,000

$25,000

$250,000

$1 million

What you get

A great way for beginning investors to get started with a managed account

Learn more about a Foundation Account

No-load mutual funds to help you maximize your assets in anticipation of life events

Learn more about a CoMPAS Account

A unique blend of active and passive investment management


Learn more about a Focus Account

A customized portfolio of individual securities
 

Learn more about a Vision Account

NOT FDIC-INSURED

May lose value

No bank guarantee

Investment management, retirement, trust and planning services provided by COUNTRY Trust Bank®. Please see our Terms & Conditions for more information about COUNTRY Trust Bank and its affiliates.

 

Diversification and rebalancing do not assure a profit or protect against loss in a declining market.