Institutions

Addressing Complex Needs

Institutional clients have a complex set of challenges, and Fund Architects knows how to address them. 

Click below for more information about our supportive relationships with insurance companies and qualified plan providers.

Insurance Companies

Meeting Unique Objectives

Insurance companies today want to offer innovative asset-allocation variable insurance trusts and sub-accounts that deliver results while adhering to strict actuarial investment parameters. It can be a daunting challenge.

Fund Architects manages money with a global-dynamic style. We believe business cycles drive the financial markets, and we integrate this approach into how we build and manage our portfolios. We build our portfolios around the economic cycle and soon will provide Fund Architects' ViewPoint Portfolios, which will allow individual investors to select portfolios based on their own economic views.

As an annuity and life insurance provider, you have unique objectives for your business model, product development, investment ideas, and consulting needs. At Fund Architects, we have the experience to help you meet these objectives. 

Our wholesalers have years of expertise in all areas of financial services, and many have worked in and closely alongside the insurance and variable products markets. Fund Architects’ wholesalers are always available to discuss strategies, offer point of sale assistance to insurance company wholesalers, and provide timely and relevant market information to help make your role as an annuity provider easier.

Qualified Plan Providers

Providing Expertise and Choice

Today, more than ever, 401(k) investors need asset allocation expertise. Fund Architects meets this need with sophisticated investment solutions that balance diversification and risk management concerns. Even better, we make quality money management solutions accessible, with a range of portfolios designed to meet nearly every investor’s goals.

As more ‘boomers’ retire and look to their 401(k)s for security, our wide range of customized solutions provides a welcome additional choice for this growing marketplace.

Call us at 866-539-4186 or e-mail us to learn more about how to partner with Fund Architects