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Prudential Managed Accounts Invest in Tomorrow

Plan for the future you want with investments designed to be flexible enough to meet your unique needs.

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It’s About You

Get investing options plus personal advice to help you write your next chapter. What’s your story?

It’s About Value

Enjoy automatic diversification, automated management and human help available from licensed advisors.

It’s About Time

Do it yourself or work with a professional. Our approach tries to fit your schedule.

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It’s About You

Your goals, your account

Thinking retirement? You can open up a traditional or Roth IRA. College fund? Consider a custodial account. Investing for … whatever? Go for a taxable account. Looking to build up your emergency savings? Start now.

How it works for you

You tell us about yourself, your goals and your comfort with investing. We’ll match you with a diversified portfolio.

How it keeps working for you

Our online tools and resources make it easy to stay on top of your investments. Plus, we’ll monitor your portfolio and, if needed, rebalance your account to keep you on track.

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It’s About Value

The Prudential Managed Account (PMA) portfolios feature exchange-traded funds (ETFs), automated management and access to advisors — all for a single fee.

 

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Meet the PMA Strategic Portfolios

PMA Strategic Portfolios can help you plan for the future you envision — along with expenses you might not foresee — with investments designed to meet your needs, the flexibility to save how you want for what you want, and the comfort of support from advisors.

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Aggressive Growth

  • 90% Stocks
  • 10% Bonds*

Designed for investors who seek aggressive long-term gains — at the risk of potentially significant short-term losses.

Growth

  • 75% Stocks
  • 25% Bonds*

Designed for investors who seek long-term gains in their account value, and are willing to stomach significant price swings.

Moderate Growth

  • 60% Stocks
  • 40% Bonds*

Designed for investors who want moderate long-term gains, and are still willing to assume average market risk.

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Moderate

  • 45% Stocks
  • 55% Bonds*

Designed for investors who are willing to risk some short-term volatility in seeking modest long-term returns and income generation.

Moderate Conservative

  • 30% Stocks
  • 70% Bonds*

Designed for investors with a modest appetite for risk who are seeking income generation.

Conservative

  • 15% Stocks
  • 85% Bonds*

Designed for investors with lower appetite for risk and/or a shorter investment time frame.

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* No Portfolio or Investment Strategy is guaranteed to meet its investment objective. Investments in the PMA Strategic Portfolios are subject to risk and may lose money. Each PMA Strategic Portfolio devotes approximately 2% of holdings to cash investments.

 

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What you’ll pay for with the PMA Strategic Portfolio

  • Account services and benefits, including automatic diversification, quarterly account rebalancing and access to licensed Prudential advisors.
  • Investment monitoring. We regularly review the ETFs in your portfolio, and we’ll replace any fund if we identify a better one that meets our screening criteria.
  • A low minimum. You can open an account with as little as $5,000.
  First From Above
Account Value $100k $100k to $500k $500k
Annual Fee: 0.79% 0.69% 0.59%

Example: If your average daily balance for a quarter is $150,000, at the end of that quarter we’ll deduct approximately $199 for the first $100,000 and $87 for the next $50,000.*

*Assuming a 92-day quarter.

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Meet PMA Reserve Portfolio

Life is full of uncertainties — illness, home repairs, even job loss. While you can’t prevent them, taking small steps today can help you prepare for tomorrow.

A PMA Reserve Portfolio helps you invest for short-term goals where you may need money quickly, like an emergency fund.

  • A low minimum. You can open your account with as little as $100.
  • A simple management fee. Just 0.20% annually, regardless of account balance.
  • Regular investment monitoring. We regularly review the exchange-traded funds (ETFs) in your portfolio and replace any if we find a better fund that meets our rigorous selection criteria.
  • Services and benefits from LINK by Prudential. Set goals, see your full financial picture, connect with licensed advisors and more.

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What you won’t pay for

Account transactions

You won’t pay commissions if we buy and sell shares to rebalance your account.

Advertising fees and loads

Many mutual funds have “loads” (fees when you buy or sell shares), and some charge “12b-1” fees to cover the cost of promoting the funds — to other investors!

More taxes than you need to

Due to how they trade on exchanges, ETFs can generate lower taxes on capital gains than mutual funds that hold the same investments.

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It’s About Time

Preparing for tomorrow is critical — but it doesn’t have to take over your life today.

Get Started in Three Simple Steps

  1. Answer basic questions about yourself, your finances, your goals and your comfort with investing risk.
  2. We’ll analyze your answers and propose a portfolio that can meet your needs.
  3. If you like what you see, you can open a Prudential Managed Account — and connect a bank account to fund it — without missing a beat.

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Prudential LINK is an umbrella marketing name for Prudential Customer Solutions LLC (“PCS"), Prudential Annuities Distributors, Inc. and various subsidiaries of the Prudential Insurance Company of America. Investment advisory products and services are made available through PCS, an SEC-registered investment advisor.

PCS is not a licensed insurance agency or broker. Life insurance and annuities are issued by The Prudential Insurance Company of America (sometimes referred to as “PICA”), Pruco Life Insurance Company (except in New York, issued by Pruco Life Insurance Company of New Jersey), Newark, NJ (main office). Variable annuities are distributed by Prudential Annuities Distributors, Inc., Shelton, CT, and sold by registered representatives of Pruco Securities, LLC (“Pruco”), member FINRA, SIPC. All are Prudential Financial companies, and each is solely responsible for its own financial condition and contractual obligations. Prudential LINK financial representatives are licensed insurance agents and appointed to represent The Prudential Insurance Company of America and its affiliated insurers and are registered representatives of Pruco. Prudential LINK financial representatives currently offer a more limited range of insurance and annuity products (“insurance products”) as compared to the range of insurance products offered through other Prudential distribution channels; those representatives currently offer only insurance products issued by PICA and its affiliates (“Prudential companies”). It is generally more profitable to Prudential if you purchase insurance products issued by a Prudential company than by a non-Prudential company. All references to income certainty and guarantees, including optional benefits, are backed by the claims-paying ability of the issuing company and do not apply to the underlying investment options. Prudential LINK and LINK by Prudential occasionally may be referred to as LINK.

You should consider the investment objectives, risks, charges and expenses before opening a PMA account. The Form ADV Part 2A Brochure ("Brochure") for the Prudential Managed Account Wrap Fee Programs, which is available on our website, link.prudential.com, contains this and other important information. You should also review the prospectuses for the ETFs held in the account to understand their expenses, risks, and other important information. Contact your financial professional for the prospectuses. You should read the Brochure and prospectuses carefully before investing. You can lose money by investing. Please consult with your tax and legal advisors regarding your personal circumstances.

Please remember that there are inherent risks involved with investing in the markets, and your investments may be worth more or less than your initial investment upon redemption. There is no guarantee that the investment managers’ objectives will be achieved. Since no one investment program is suitable for all types of investors, this information is provided for informational purposes only. You should review your investment objectives, risk tolerances and liquidity needs when selecting investment programs.

©2018 Prudential, Prudential LINK, the Prudential logo, and the Rock Symbol are service marks of Prudential Financial Inc. and its related entities, registered in many jurisdictions worldwide.

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