Prudential Financial Planning Services, a division of Pruco Securities, LLC, offers various fee-based investment advisory programs that can aid you in reaching your investment goals via Pruco COMMAND. These programs can help you balance an uneven portfolio, or accommodate a full allocation of all your investments.
Investing in an investment advisory program goes beyond the selection of individual investments. Investment advisory accounts are investment programs that are tailored to your specific financial needs.
The programs take into consideration a broad range of investing concerns, such as your long-term goals, risk tolerance, and total portfolio strategy. With an investment advisory program, you create an investment program based on your particular situation and financial goals.
Products
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Managed Assets Consulting Services (MACS)
The Managed Assets Consulting Services (MACS) program is a discretionary, comprehensive, customized investment advisory program designed to help you get more out of your wealth. For those with substantial assets ($100,000 or more), the program offers a powerful combination of professional guidance and flexibility supported by a foundation of proprietary research. The goal is simple
A team of experienced professional analysts from Prudential Financial's Strategic Investment Research Group (SIRG) screens and monitors the investment managers within the program who assist you in the money manager selection process. The program offers access to some of the world's leading managers, many usually available only to large institutions.
Pruco COMMAND offers two types of managed asset programs-Separately Managed Accounts and Diversified Multi-Strategy Portfolios.
Separately Managed Accounts (SMAs) are the primary investment vehicle for the MACS program. The program is a consultative advisory platform composed of fully researched, separately managed accounts and mutual funds. An SMA offers you access to affiliated and unaffiliated professional investment managers, who are typically only available to institutional investors. Based upon your financial objectives, the managers build and maintain a portfolio of securities for your SMA. In addition, you can further diversify your managed account with a variety of mutual funds that have been researched and screened by SIRG.
The Diversified Multi-Strategy Portfolios (DMSPs) platform is an investment advisory platform that incorporates fully researched SMAs and Exchange-Traded Funds (ETFs) all in a single account.
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PruChoice®—Mutual Fund Investment Program
PruChoice® is a non-discretionary mutual fund investment advisory program that offers you a personalized, comprehensive investment program based upon your particular financial goals, personal preferences, and attitude toward risk tolerance. PruChoice® combines the power of Prudential Financial's Strategic Investment Research Group's (SIRG) research with the advantage of professional guidance from your Prudential financial professional to make mutual fund investing easier by proposing mutual fund investments that more effectively target your investment style.
A team of experienced investment management analysts from SIRG screens the mutual fund universe to assist in the fund selection process. The Program offers hundreds of funds from more than 100 well-known proprietary and non-proprietary fund companies, including no-load and load-waived classes of mutual funds and institutional share classes.
Investors should consider the fund's investment objectives, risks, and charges and expenses carefully before investing. The prospectus contains this and other information about the fund. Contact a Prudential financial professional for a prospectus. You should read the prospectus carefully before investing.
It is possible to lose money by investing in securities.
Funds are sold by prospectus only. See the prospectus for information regarding risks, investment objectives, charges, and expenses, and for other more detailed information.
When investing in an investment advisory program, you pay an annualized wrap fee, which is assessed quarterly, instead of typical transaction fees for buying and selling investments. The wrap fee is based upon your assets under management and covers investment counseling, portfolio activity, and other ongoing expenses.
Since no one manager/investment program is suitable for all types of investors, we need to review your investment objectives, risk tolerance, and liquidity needs before introducing suitable managers/investment programs.
* Neither Prudential nor its financial professionals offer legal, tax, or accounting advice. Please consult with your own advisors regarding your particular situation.
IFS-A158242 Ed: 01/2009
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