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Annuities | Outside Investment Manager Accounts
Datalynx Fee Based Investment Program
The investment marketplace is a complex, changing world of choices.
Sorting through those choices requires both time and expertise. The
myriad of financial products and services can overwhelm even the most
savvy investor. Fortunately, there are many alternatives for investors
to consider when pursuing their financial goals. The key to securing
your financial future is to evaluate these alternatives and select the
ones that are right for you.
With the help and guidance from us, as your financial advisor, in tandem
with a flexible portfolio management program, you can start on the road
to achieving your long-term goals. We can develop a personalized investment
plan that incorporates your risk tolerance, investment objectives, diversification
needs and long-term goals while providing flexibility to tailor an investment
approach for your individual needs.
Whether you are saving for retirement, college education, business
acquisition or financial independence, the Datalynx program can
be an excellent approach to building, managing and preserving your wealth.
Datalynx Highlights
- Datalynx offers you access to over 8000 mutual funds from some of the country's strongest and most recognizable fund families and most of the small fund families as well.
We can place a wide variety of investments in the account including mutual funds, stocks and bonds. Selected variable annuities can be linked to the account.
We use strategic and tactical asset allocation methods to actively manage your investments. We review our methods and recommended investments on a continual basis and review each separate account on a through basis on at least a quarterly basis.
State-of-the-art, comprehensive Quarterly Performance Reports are provided to help you track the success of your portfolio relative to your stated objectives. As a client you will know how well your account is doing and also how well relative to benchmarks it is doing.
When you invest through an account, rather than pay commission on each transaction, you pay an annual program fee that is calculated as a percentage of the asset value of your account. As your advisor, we determine the fee based on the level of on-going service and expertise your account requires.
- The program fee is automatically deducted from your account on a monthly basis.
Datalynx is an investment program of First Trust Corporation,
a wholly owned subsidiary of Fiserv, Inc., a publicly-held company (Nasdaq:FISV).
First Trust is the nation's largest and oldest independent trust company.
Fiserv is an independent, full service provider of integrated data processing
and information management systems to the financial industry. Fiserv
serves more than 10,000 financial service providers worldwide. Its clients
include banks, broker/dealers, credit unions, mortgage banks and savings
institutions. In 2000 Fiserv reported revenues of $1.65 billion. In
DATAlynx accounts, Investment and Asset Planning, LLC will provide
investment management and First Trust Company will provide custody for
the investments and provide monthly statements and income tax reporting.
Investment and Asset Planning, LLC will provide the investment management,
defined as giving continuous advice to a client, based on the individual
needs of the client. This is a wrap fee program providing investment
advisory services and execution of client transactions for which the
specified fee (or fees) is not based directly upon transactions in a
client's account.
We develop the financial strategy that best satisfies your investment
objectives and provide the active management and investment advice.
First Trust provides the support services for this portfolio management
program including record-keeping, performance reporting and investment
product offerings. This arrangement allows us to spend time managing
your portfolio while First Trust provides the back office support for
your portfolio management account.
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Investment and Asset Planning, LLC
2110 Kemp Blvd., Wichita Falls, TX 76309
940-761-2527 or 800-687-1303
© 2001-2002, All Rights Reserved.
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