Our investment professionals help you make decisions, analyze your portfolio and show you how to use your Priority Investor Program benefits in a way that best fits your financial goals.

  • Silver
  • Gold
  • Platinum

Priority Investor Silver TeamClients who qualify for the Silver benefits package have an experienced team of individuals who partner with you to provide personal service for your day-to-day investment needs.

Priority Investor Team-Client Specialists who are standing by to help with:
  • Transactions and account management.
  • Account research at no charge.
  • Answer questions about the market and additional investment opportunities.
  • Portfolio reviews upon request.

Priority Investor Gold TeamClients who qualify for the Gold benefits package receive personal attention and service from a team that was created just for you.

Dedicated Priority Investor Team-A knowledgeable team of professionals who get to know you personally and are available to help you achieve your financial goals. They'll provide:
  • Market insight and help adjusting your portfolio as your needs change.
  • Expert planning services for building and managing your wealth.
  • Portfolio reviews and investment guidance.

Priority Investor Platinum TeamClients who qualify for the Platinum benefits package have priority access to a dedicated investment expert as well as a highly skilled team of professionals who provide individual attention and service.

Dedicated Investment Consultant-An experienced financial professional who understands the importance of building a long-term partnership with you. Through this partnership, you'll receive:
  • Expert planning services for building and managing your wealth.
  • Market insight and help adjusting your portfolio as your needs change.
  • Updates on investment trends and perspective on how they may impact you.
  • Portfolio reviews and investment guidance.

Dedicated Priority Investor Team-A team who partners with your dedicated Investment Consultant to provide individualized service for your day-to-day investment needs.

Priority Investor benefit levels are based on household assets in American Century Investments mutual funds: at least $100,000 for Silver, at least $250,000 for Gold and at least $500,000 for Platinum.