The Iowa State Investment Office provides Asset Management Services featuring products from Securities America.
At the Iowa State Investment Office, we value your trust and confidence in us. We realize the importance of offering a full array of product solutions to meet the changing financial needs and goals of our customers, and the personal service to implement those solutions.
Products and services available include:
- Full-service brokerage services
- Investments: Stocks, Bonds, Mutual Funds, Tax-Favorable Alternatives
- Systematic Investment Plans
- Annuities - Fixed, Variable, Indexed
- Unit Investment Trusts (UITs)
- Real Estate Investment Trusts (REITs)
- Retirement Plans - IRAs, Roth IRAs, 401(k), Profit Sharing, SIMPLE Plans, Solo 401(k)s
- Portfolio Management
- Tax Reduction Strategies
- Small, medium, and large business assistance with financial consulting, goal setting, employee retirement plans, investment resources, and key person or split dollar life insurance.
- Insurance - Disability, Long Term Care, Term and Universal Life Insurance, Linked Benefit Plans,Survivorship Policies
- Wealth Transfer
- 529 College Savings Plans
- Education IRAs
Investment and Insurance Products: Are NOT a Deposit - Are NOT FDIC Insured - May Lose Value - Are NOT Guaranteed by Any Bank - Are NOT Insured by Any Government Agency - Carry NO Financial Institution Guarantee