Managed Investment Program<sup>®</sup>

Managed Investment Program^®

Product Overview

Some people want help with managing investments outside their workplace retirement plan account. Creating a personal investment plan can seem difficult, so they retain professional money managers to help manage their investments.

If this is something you’re considering, you can easily access this service from AIG Retirement Advisors, Inc. (ARA). In our Managed Investment Program (MIP), independent money managers design and manage your personal portfolio. This single source for personalized investing includes investment advice, professional portfolio management and consolidated record keeping. MIP is a fee based service.

You will receive an investment strategy based on your investment goals, time horizon and investment risk tolerance. Using a personalized evaluation of your unique needs, the MIP can produce a portfolio designed just for you.

Once implemented, your portfolio will be continuously monitored. The portfolio will be rebalanced periodically to conform to your original asset allocation. To ensure your MIP portfolio meets your investment objectives, your financial advisor will meet with you to review your investment mix and your financial situation, and will discuss modifications if needed.

Download the Form ADV (Part II, Schedule F & Schedule H) [PDF]

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Features and Benefits Back To Top

Helps you manage investments outside your retirement account.
A single source for personalized investing that includes investment advice, professional portfolio management and consolidated record keeping.
Provides independent money managers to design and manage a personal portfolio tailored to meet your needs.

Provides an individual evaluation of your unique needs.
Bases recommendations on comprehensive review of thousands of investment options.
Provides ongoing portfolio monitoring and rebalancing.

Strategy Back To Top

A personalized strategy for managing investment risk. The first step is to meet with your financial advisor to perform a personalized evaluation. Based on your individual investment goals, time horizon and investment risk tolerance, we will help develop a sound strategy for investment diversification through a personalized asset allocation plan.

Important Notice about Purchasing a VALIC Annuity From Us

To help the government fight the funding of terrorism and money-laundering activities, federal law requires all financial institutions to obtain, verify, and record information that identifies each person who purchases certain annuity products. What this means for you: When you purchase certain annuity products from us, we will ask for your name, address, date of birth and other information that will allow us to identify you. We may ask to see your driver's license or other identifying documents.

Annuities and insurance products are offered by The Variable Annuity Life Insurance Company (VALIC), AIG Annuity Insurance Company, AIG-affiliated insurance companies or other approved companies. Each underwriting company is financially responsible for its own insurance products.

Securities and investment advisory services are offered by AIG Retirement Advisors, Inc., member FINRA, SIPC and an SEC-registered investment advisor.

AIG Retirement is the marketing name for the group of companies comprising AIG Retirement Advisors, Inc.; AIG Retirement Services Company; and The Variable Annuity Life Insurance Company (VALIC); each of which is a subsidiary of American International Group, Inc.

This information is general in nature and may be subject to change. Neither VALIC nor its financial advisors or other representatives give legal or tax advice. Applicable laws and regulations are complex and subject to change. For legal or tax advice concerning your situation, consult your attorney or professional tax advisor.