An important part of any financial plan includes making wise investment decisions with your money. No matter from where you're starting, COUNTRY Financial® offers investment options to help you achieve your future goals.
Our Journey Series of Asset Management offers three options,, so whether you’re a beginning investor or have more complex needs, we can help. These services can be used for investments in a retirement account, trust, or taxable account.
CoMPAS is a popular managed account in our Journey Series. It can help you build wealth by
investing in professionally selected no-load mutual funds. You can use the CoMPAS account for a retirement plan or for a non-retirement account, and it’s available with a suggested minimum of $10,000.
If you need some direction when it comes to investing, a CoMPAS managed account might be the answer.
As part of our Journey Series, a Focus managed account gives you a diversified portfolio of individual stocks and Exchange Traded Funds (ETFs).
Like all our Journey Series of managed accounts, you can use this as a retirement account or non-retirement account. Focus is available with a suggested minimum of $350,000 and it provides a level of investment management normally reserved for people with higher assets.
As you're building for your financial future, consider the power of a Focus managed account to benefit from diversification without the complexity of managing multiple accounts on
You’ve worked hard to accumulate your wealth,
so choosing an investment manager isn’t a decision to be made lightly. Vision is for individuals and businesses with a minimum investment of $1 million. With a Vision managed account, you’ll get an investment portfolio designed just for you. Based on your situation, the following types of investments may be used to build that portfolio: stocks, bonds, no-load mutual funds, exchange traded funds (ETFs), CDs, and your existing marketable securities (if applicable). When we’re done, you’ll have a true
portfolio, not just a collection of investments. The difference is subtle, but very important.
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.
COUNTRY Financial® and our representatives cannot give tax advice. Any information we provide reflects our understanding of current tax laws, which are subject to change and reinterpretation. See your tax advisor regarding your personal circumstances.