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Looking for Advice? Get help building your portfolio

Personalize your investment strategy with the guidance of a financial professional and the right products.

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Investing Solutions to Suit Your Style

Not sure which is right for you?

Contact your local Prudential financial professional  

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Our portfolios—many from the industry’s most prominent investment managers—can help you reach your goals. Transfer between accounts, make mobile deposits and more. All for a simple asset-based fee—no matter which approach you choose.

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PruChoiceSM

  • Use approximately 500 mutual funds and 100 exchange-traded fund (ETFs) to invest in a broad range of asset classes
  • We do the research, you manage your account

$25,000 minimum investment*

Learn more about PruChoiceSM 

PruStrategist Portfolios®

  • Access to investment strategists who construct a wide range of portfolios
  • Portfolios comprised of mutual funds and ETFs
  • Long, short and intermediate options

$10,000 minimum investment*

Learn more about PruStrategist Portfolios® 

PruUMA®

  • Highly personalized, advisor managed investing
  • Multiple investment options with mutual funds, ETFs, separately managed accounts and fund strategist portfolios
  • Tax management is available
  • Single statement and tax form

$150,000 minimum investment*

Learn more about PruUMA® 

Managed Account Consulting Services®

  • Personalized, sophisticated approach
  • See the equity or fixed income securities the managers have selected in your account
  • More than 40 models available to meet your needs

$100,000 minimum (equities)*
$250,000 minimum (fixed income)*

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*Account minimums are subject to change without notice. Money managers may have different minimum for separately managed accounts, mutual funds or fund strategist portfolios.

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Want to sit in the driver’s seat?

Our financial professionals can help you navigate. Simply ask about our unmanaged account options.

  • No account minimum
  • Debit card and check-writing capabilities
  • Link to your bank to transfer funds
  • Access to a wide variety of investments
Find your local financial professional  

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Prudential Advisors

Everyone should get to write their own story. We can help.

  • A national network of financial professionals, building relationships that last
  • Thoughtful advice and guidance for every stage of your financial life
  • Products and services from a wide range of financial providers

  Find a local financial professional

  Have a financial professional contact you

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Investing, including investments in mutual funds, exchange traded funds, fixed income or equities, involves risk. Some securities have more risk than others. The Investment return and principal value will fluctuate, and shares, when sold, may be worth more or less than the original investment amount. There is no guarantee that an investor’s investment objective, or a mutual fund’s or an exchange-traded funds objectives, will be achieved. Additionally, there is no guarantee that an asset manager or a portfolio manager’s investment strategy will be achieved, generate any investment return or protect against any investment loss.

General risks associated with investing in securities, including equities and exchange-traded funds, are explained in Prudential Financial Planning Services’ disclosure brochure, also known as the Form ADV, Part 2A, which is available upon request at any time from a Prudential Financial Planning Services financial advisor. Such disclosure brochure will be provided to a prospective client along with a program application. Wrap fee programs are not suitable for all Investors.

For tax advice, you should consult your tax professional regarding your particular situation.

Offering investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services, pursuant to separate client agreement, 751 Broad Street, Newark, NJ 07102, 1-800-235-7637. Investment advisory programs and services, including PruUMA, are offered through Pruco, a registered investment adviser, doing business as Prudential Financial Planning Services.

For Compliance Use Only: 1004737-00001-00