People's Fund Advisory Program

People's Securities gives you the opportunity to have your investments managed by a team of experts through mutual fund and ETF asset allocation portfolios.*

The benefits include:

• A diversified, professionally managed, portfolio created based on your personal goals.
• Broad diversification by asset class and style to manage risk and provide the potential for above average, after-tax returns.
• Detailed account statements and performance reports to keep you informed of the status of your portfolio.
• Ongoing monitoring and rebalancing of your portfolio.
• Full-time management by making an initial investment as low as $50,000.

Learn more about the products offered:

• Morningstar Managed Mutual Fund Portfolios
• Morningstar Managed ETF Portfolios
• SEI Managed Mutual Fund Portfolios

*These are investment advisory services subject to the Investment Advisers Act of 1940.

Investment & Insurance Products:

Investment products are offered through People’s Securities, Inc., a Broker/Dealer, member of FINRA and SIPC, and a Registered Investment Advisor. People’s Securities, Inc. is a subsidiary of People’s United Bank.

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