State Farm®
Advisory Services
Whether you’re planning for retirement or building wealth to help you realize the future you've envisioned, State Farm Advisory Services* is designed to help you pursue your goals.
*The State Farm Advisory Services model portfolios are part of a wrap fee program sponsored and managed by State Farm Investment Management Corp. (SFIMC), a registered investment adviser.
Talk to a State Farm agent
Investing with State Farm Advisory Services
Your investment needs deserve personal attention. That starts with a conversation with your State Farm Investment Adviser Representative (investment adviser) who’ll take the time to understand your financial goals.
Your investment adviser will use the information you share to recommend a model portfolio that best aligns with your objectives and then provide on-going support and regular reviews to help you stay on track.
Financial assistance
State Farm investment advisers are licensed to offer financial assistance, including:
- Helping you assess your investment goals, risk tolerance and time horizons
- Recommending a model portfolio that aligns with your investment objective
- Providing periodic reviews to monitor your progress and recommend adjustments when your financial goals change
Professional investment management
While your investment adviser helps you stay the course toward your goals, a team of dedicated investment professionals builds and manages the model portfolios using an investment process which includes:
- Researching and developing long-term risk and return forecasts for 15+ asset classes across global markets
- Analyzing and selecting exchange-traded funds (ETFs) and actively-managed mutual funds through an open architecture structure
- Determining which asset classes to include in the model portfolio and how much to invest in each
- Ongoing, proactive oversight of the model portfolio securities selections and risk, with rebalancing of the securities within a customer’s account to align with the customer’s selected model portfolio, as appropriate
Model portfolios designed to help you reach your goals
State Farm model portfolios are professionally managed investment strategies that use ETFs, and in some model portfolios both EFTs and mutual funds, to address a variety of investor goals.
Strategic Core ETF model portfolios
Seeks total return through a diversified strategic asset allocation framework across global equity and fixed income markets. Through a passive investment strategy, each model portfolio is designed to provide exposure to broad market benchmarks by investing in low-cost, index-tracking ETFs.
Strategic Income & Growth ETF model portfolios
Seeks to generate income and long-term capital appreciation through a diversified strategic asset allocation framework across global equity and fixed income markets. Each model portfolio is designed to be a core income holding by investing in a broad range of yield-oriented, low-cost ETFs.
Strategic Core Tax-Aware ETF model portfolios
Seeks total return through a diversified strategic asset allocation framework across global equity and fixed income markets. Each model portfolio is designed to provide exposure to broad market benchmarks (passive) by investing in low-cost, index-tracking ETFs. Within fixed income, each model portfolio invests in ETFs focusing on municipal bonds for tax efficiency.
Strategic Income & Preservation ETF model portfolios
Seeks to generate income through a diversified strategic asset allocation framework across global fixed income markets. Each model portfolio is designed to be a core income holding by investing in a broad range of income-producing, low-cost ETFs.
Strategic Core Mutual Fund/ETF model portfolios
Seeks total return through a diversified strategic asset allocation framework across global equity and fixed income markets. Each model portfolio is designed to utilize both active and passive investment styles by investing in actively managed mutual funds and low-cost, index-tracking ETFs.
Why State Farm Advisory Services may be for you
State Farm Advisory Services may be right if you prefer:
- Delegating investment decisions to a dedicated team of investment professionals
- Ongoing monitoring by a dedicated team of investment professionals
- Receiving account information that will include quarterly investment portfolio performance and commentaries
- Paying an ongoing annual fee based on the value of your assets under management and paid quarterly
Ready to invest?
Talk to an agent and get started today for as little as $15,000.
Answers to frequently asked questions
Advisory Services may be the right choice if you value on-going advice from a dedicated investment adviser and the additional support of professional investment management. Also, it may be appropriate if you prefer to delegate the investment decisions and portfolio monitoring to a team of investment professionals.
All it takes is a conversation with your State Farm investment adviser representative. We’ll look at your overall financial situation, determine your time horizon and appetite for risk and then recommend a model portfolio that’s appropriate for your financial goals.
You can get started with as little as $15,000.
Because of the ongoing advice and services you will receive, you will pay an annual fee, assessed quarterly based on the value of the assets in your account.
Additional financial insights
Before engaging SFIMC for advisory services, please review the SFIMC CRS and the SFIMC Wrap Fee Program Brochure for information about SFIMC and its fee, methods of analysis, investment strategies, business practices, disciplinary information, financial industry activities and affiliations, and other practices. This information is contained on StateFarm.com (www.statefarm.com/finances).
Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.
The Advisory Fee includes SFIMC investment advisory services, brokerage services, and custody services, but does not include certain brokerage account fees and expenses, nor does it include Fund Expenses. An SFIMC investment adviser representative (IAR) agent is acting as an investment adviser representative only when providing advisory services on behalf of SFIMC. In addition to acting as an investment adviser representative, an IAR agent also may serve as a registered representative of SFVPMC.
Neither State Farm nor its agents provide tax, or legal advice.
AS2026/04/0578