Horace Mann Investment Management Services
Through a Horace Mann Investment Adviser Representative (IAR), you have access to professionals whose skills at risk profiling, institutional asset allocation, money management selection and policy development can help you navigate in a constantly changing environment.
Wouldn't it be great to have a team of professionals helping you develop and manage an investment portfolio?
Imagine knowing experienced professionals who understand the nuances of investing with the flexibility to choose from a range of carefully constructed portfolios that align with your specific financial goals. We can help. In conjunction with BNY Mellon Advisors Portfolio Solutions, we proudly offer asset management services that are:
- Customized to meet the needs of you and your family
- Fee-based so our financial advisers have a vested interest in your success
- Strategic to reflect the dynamic nature of the market – and your life
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Further information on the funds selected for the specific portfolios is available by prospectus, which can be obtained through your HMII Investment Adviser Representative. Investors should carefully consider the investment objectives, risks, charges and expenses of mutual funds and exchange-traded funds (ETFs) before investing. All investments are subject to risk. The prospectus contains this and other information about the funds and should be read carefully.
Asset allocation and diversification does not ensure a profit or protect against a loss. There is no assurance that any investment strategy will be successful.
Past performance is not a guarantee of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns.
It is important to review your investment objectives, risk tolerance, tax objectives and liquidity needs before choosing an investment style or manager. All investments carry a certain degree of risk and no one particular investment style or manager is suitable for all types of investors.
Advisory Services offered by Horace Mann Investors, Inc. (HMII), member FINRA/SIPC, and a Registered Investment Adviser, located at #1 Horace Mann Plaza, Springfield, IL 62715. HMII’s disclosure statement, the Form ADV Part 2A is available here or through the SEC’s website on the Investment Adviser Search page. (Select Firm, then under FIRM NAME, type in 11643.) View a copy of HMII’s Privacy Policy for advisory clients and prospective clients.
View BNY Mellon Advisors Form ADV Part 2A or through the SEC’s website on the Investment Adviser Search. (Select Firm, then under FIRM NAME, type in 106108.) View Pershing’s privacy policy, including its affiliate BNY Mellon Advisors, for advisory clients and prospective clients. For the privacy policy of the individual managers listed, please visit their individual websites.
View Envestnet’s Forms ADV Part 2A or through the SEC’s website on the Investment Adviser Search. (Select Firm, then under FIRM NAME, type in 111694.) View Envestnet’s privacy policy for advisory clients and prospective clients. For the privacy policy of the individual managers listed, please visit their individual websites.
You should not assume that any discussion or information presented on this site serves as the receipt of, or as a substitute for, personalized financial, investment or tax advice. The information presented on this site is for information purposes only and is not intended, and shall not constitute, a solicitation or offering of securities in any jurisdiction. The SEC’s Required Order Execution and Order Routing Information Disclosure is available here.
The publication of this website on the Internet should not be construed by any consumer and/or prospective client as a solicitation to effect, or attempt to effect or recommend transactions in securities, or to render personalized investment advice over the Internet.
The information resulting from the use of tools, charts, graphs or other information on the website should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from HMII. Mutual fund and exchange-traded fund investments may lose value, and are not FDIC insured or government guaranteed.
ACCESS TO THIS WEBSITE IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND WITHOUT ANY WARRANTIES, EXPRESSED OR IMPLIED, REGARDING THE ACCURACY, COMPLETENESS, TIMELINESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THE WEBSITE OR ANY THIRD PARTY WEBSITE LINKED TO THE WEBSITE.