Principal Securities Fee-Based Products
Seeking an asset allocation solution for your clients?
Consider one of our fee-based programs – each designed to help clients meet their investment objectives.
Opportunity: Two Fee-Based Products
Choose from two fee-based products to meet your clients’ investment needs. Both blend the industry-leading knowledge of Morningstar Investment Management LLC (Morningstar Investment Management) with the quality services and experienced support teams of Principal Securities.
|Principal Advisory Select PortfoliosSM||Open architecture asset allocation|
|Principal Managed PortfolioSM||Strategic, turnkey asset allocation|
Compare both in the Representative Guide.
As a representative, you can benefit from offering Principal Securities' fee-based programs:
- Grow your business with diverse investment solutions
- Flexible pricing - choose from a range of fee options
- Simplified daily business with easy-to-access tools and updates from Morningstar Investment Management
Contact Us | Principal Securities Investment Advisory Team
888-774-6267 x88990, x67637, x59834, or x59292.