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Services for our Clients
Agri-Invest provides account management to individual clients through:
- Individual and Joint brokerage accounts
- Roth IRA accounts
- Traditional IRA accounts
- Custodial accounts for minors
- SEP IRA accounts
- Individual 401(k) plans
- Trust accounts
All accounts are managed using the most universally approved investing concepts to obtain the optimum return at the least risk given each client's particular situation.
Account management features include:
- Asset allocation
- Portfolio selection assistance
- Personal Risk evaluation
- Retirement Planning
- Consolidated Quarterly Statements
- Up-front fee disclosure
- Personal account management
- Regular periodic reallocation of investments
- Securities analysis
- Periodic distributions with direct deposit feature
- Tax implication assistance
- Immediate phone or personal response
- Lowest cost investments
- No sales loads and no redemption fees
- No churning of investments
- Only well-defined investment products
- Trouble-free qualified plan rollovers
- Maximum account diversification
- Immediate access to investments
- Worry-free investing
- No surprises
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