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  • Home
  • Executive Benefits
    • Supplemental Executive Retirement Plans – SERP
    • Split Dollar Loans
    • Deferral Plans
    • Welfare Plans
  • Revenue Strategies
    • Bank/Business Owned Life Insurance – BOLI
    • Corporate Owned Life Insurance – COLI
    • Insurance Company Owned Life Insurance
    • Managed Accounts
    • Guaranteed Income Contracts
    • Fee Income Strategies
  • Asset Protection
    • Estate Planning
    • Business Succession Planning
    • Key Person Planning
  • About
    • R. Scott Richardson, JD
    • Brenda R. Haag
    • Bruce F. Barge
    • Chris A. Richardson
    • Debra Hardimon
    • Fannie Mae Pantaleon
    • Jeff Prescher
    • Joe Tripalin
    • Ken Smith, CLU, ChFC
    • Patrick J. Costello
    • Philip Aderton >
      • 2019 CBAI IZALE Sponsored Golf Outing
  • Resources
    • Blog
    • Events >
      • Executive Benefits Overview Webinar
      • History – Calendars by Year >
        • 2019 Client Conference
        • 2017 Client Conference
        • 2015 Client Conference
    • Privacy Policy & Website Privacy Statement
    • Video Education
  • Contact
IZALE Financial Group

Managed Accounts

Improve earnings with IZALE partnered with your management team.

PictureImprove Earnings.
Successful investors know that the key to strong performance lies in a combination of vigilance and knowledge. In the volatile markets of today, technical savvy and constant watchfulness are even more important. Having a professional on your side who can provide that understanding and attention makes your life simpler – and your portfolio healthier.

A managed account is a logical solution for financial institutions with  high net-worth  who have strong knowledge of investment themselves, but who may need additional guidance in managing their Benefit/Liability Management program . At IZALE, we work with companies that have the expertise to ensure that you can feel comfortable with how your account is being managed .

We work with you, one on one, to understand your needs, objectives and risk tolerance. Based on that, we move forward using multiple solutions to mitigate mark to market risk. Your account is being actively managed by a strong, experienced third party with whom you’ll meet on a quarterly basis to discuss performance and goals for the future. You’ll also have 24/7 access to your account.

Contact us or call IZALE at 855-492-5334 to discuss how our managed accounts offerings can drive profits and build on your existing success.


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​Effective June 9, 2017, all individuals who provide advice to retirement plans, including Individual Retirement Accounts (IRAs), must abide by the fiduciary standard.  What does the fiduciary standard mean?  This means that your advisor must put your interests first before their own or that of the firm, make prudent recommendations, charge reasonable compensation and make no misrepresentations to you regarding recommended investments.  The recommendations made by your advisor must be based upon your specific investment needs and objectives.  The fiduciary standard is applicable to any recommendations that your advisor makes to you, the client, for your retirement account.
IZALE Website Privacy Policy
Please note the firm does have policies and procedures in place to monitor this level of fiduciary responsibility for our clients.
IZALE Financial Group does insurance business in California as IZALE LLC Insurance Agency
This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Scott Richardson at 855-492-5334 .