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Establishing your investment goals

Through life event changes as well as changes in the markets, we understand you aren't simply investing your hard-earned money in our mutual funds.  We understand there are all different types of investors. That's why the suggestions we make and the investment strategy we help you create will be informed by working through the following steps together:

  • Analyzing where you are today
  • Identifying gaps with where you want to be
  • Looking at strategies to close those gaps
  • Getting you on track to achieve your goals

We'll do all of this thoroughly, thoughtfully and methodically. Because we're committed to the idea that the best financial relationships are about mutual understanding, not just about buying mutual funds. And it all starts with a conversation about what's most important to you. Contact a State Farm® registered agent.

Selecting mutual funds

How your investment account works

With as little as $1,000, our wide variety of account types lets you control and direct trading of funds within different fund families. The wide range of choices offered by American Funds® by Capital Group® and BlackRock® gives you more flexibility to work toward goals that could be right around the corner or as far away as retirement.

Our fund offering spans a broad range of asset classes

  • U.S. Equity
  • International Equity
  • Target Date
  • Allocation
  • Specialty
  • Taxable Bond
  • Municipal Bond
  • Money Market

Account types:

Tax-qualified accounts

  • Traditional IRA
  • Roth IRA
  • Inherited Traditional IRA
  • Inherited Roth IRA

Investment accounts

  • Individual
  • Individual Transfer on Death (TOD)
  • Joint Transfer on Death (TOD)
  • Joint with Rights of Survivorship (JWROS)
  • Joint Tenants and Common (TIC)
  • Joint Community Property

For help with your specific needs, contact a State Farm registered agent.

Staying on track

Help keep today's distractions from derailing tomorrow's goals.

A lot can happen between the time you open your mutual funds account and when you expect to use your money.

This is why one of the biggest advantages of working with a State Farm registered agent is having access to someone who's available when you have questions or concerns about changes in the market or in your life. A professional you can count on to stay objective, respond rationally and who will be committed to helping you stay on track. Contact a State Farm registered agent.

Risk Disclosures

Investors should carefully consider investment objectives, risk, charge and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses which can be obtained by visiting Read it carefully.  Securities distributed by State Farm VP Management Corp.

Target Date Funds are portfolios whose investment objectives are adjusted over time to be more conservative as the target date (date the investor plans to start withdrawing their funds) approaches. The principal value of the fund(s) is not guaranteed at any time, including at the target date.

You could lose money by investing in the Money Market Fund. Although the Fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the Fund is not a deposit of a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation (“FDIC”) or any other government agency. The Fund’s sponsor has no legal obligation to provide financial support to the Fund, and you should not expect that the sponsor will provide financial support to the Fund at any time.

Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.

BlackRock mutual funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). BlackRock is not affiliated with SFVPMC or any other entity mentioned herein. BlackRock is a registered trademark of BlackRock, Inc.

SFVPMC is a separate entity from Capital Research and Management Company (CRMC) which is the investment adviser for American Funds. American Funds securities are distributed through American Funds Distributors, Inc. All Capital Group trademarks referenced are registered trademarks owned by The Capital Group Companies, Inc. or an affiliated company.

Neither State Farm nor its agents provide tax or legal advice.