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 advisor.
Talk to a State Farm agent
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 advisor 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 ETFs and actively-management 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 a customer’s securities to align with the customer’s model portfolio, as appropriate
Model portfolios designed to help meet your needs
State Farm model portfolios are professionally managed and combine exchange-traded funds (ETFs) and mutual funds into a model portfolio designed to designed to address a variety of investor needs.
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
A State Farm Advisory Services account 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 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, 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, 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/ips/Advisory).
Securities are not FDIC insured, are not bank guaranteed and are subject to investment risk, including possible loss of principal.
In connection with establishing an advisory relationship with us, you will establish a brokerage account with our affiliate, State Farm VP Management Corp. (“SFVPMC”), a Registered Broker Dealer.
Neither State Farm nor its agents provide tax, or legal advice.
AS2025/03/0433