primerica Lifetime managed accounts

Explore the value of Invesco ETF’s, model portfolios, and strategic investing allocation and associated portfolios, available exclusively to Primerica Advisors.

The Invesco Strategic Balanced ETF Portfolio consists of 19 holdings and offers diversified access to global equity and fixed income investments through a strategic long-term allocation to a variety of exchange traded funds.

This portfolio consists of 18 holdings and offers diversified access to domestic and global equity plus fixed income investments through a strategic long-term allocation to a variety of exchange traded funds, with the goal of balanced growth.

This portfolio consists of 19 holdings across US equity, international equity and fixed income. It offers diversified access to global equity and fixed income investments through a strategic long-term allocation to a variety of exchange traded funds, with the goal of moderate growth.

Consisting of 12 holdings across US and international equity, this portfolio offers access to developed and emerging market equities through a strategic long-term allocation to a targeted set of ETFs.

This product provides access to US large, mid and small-cap equities through a strategic long-term allocation of 8 exchange traded funds.

Seeks to deliver an attractive yield via access to a set of eight fixed income classes and exchange traded funds across US and global markets.

This product is a balance of US equity and US fixed income ETFs (20% equity, 80% fixed income), with the goal of producing a diversified low-cost portfolio of eight holdings that aim to outperform the benchmark through a full market cycle. Available with multiple risk levels to suit various risk profiles and return objectives.

This product is a balance of US equity and US fixed income ETFs (40% equity, 60% fixed income), with the goal of producing a diversified low-cost portfolio of eight holdings that aim to outperform the benchmark through a full market cycle. Available with multiple risk levels to suit various risk profiles and return objectives.

This product is a balance of US equity and US fixed income ETFs (60% equity, 40% fixed income), with the goal of producing a diversified low-cost portfolio of eight holdings that aim to outperform the benchmark through a full market cycle. Available with multiple risk levels to suit various risk profiles and return objectives.

This product is a balance of US equity and US fixed income ETFs (80% equity, 20% fixed income), with the goal of producing a diversified low-cost portfolio of eight holdings that aim to outperform the benchmark through a full market cycle. Available with multiple risk levels to suit various risk profiles and return objectives.

This product is a foundation for investors’ portfolios, focused on 77 dividend-paying holdings. Using fundamental research, the team employs a total return approach that seeks to deliver appreciation, income and preservation over a full market cycle.