Personal Attention You Can Count On
Clients 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.