Managed Portfolio Services

Plan participants will enjoy our question and answer based Lifestyle portfolio allocation construction module. Once logged in, the plan participant answers a series of questions about their risk and retirement time horizon. Once completed, the answers to the questions leads the plan participant to a portfolio of low cost funds designed to meet the participants risk and investment time horizons.

Lifestyle portfolios are developed to meet the specific needs of the participant and are carefully implemented with the lowest cost in mind without sacrificing performance. Asset classes are generally covered using low cost Schwab index funds where available. It is our opinion that retirement portfolio design should be simple, and that's what our retirement model portfolios seek to accomplish.

All mutual fund model portfolios have been designed for specific time horizons with a sharp eye on risk. Portfolios are created and monitored using a team approach supported by independent research and regular meetings to determine portfolio allocations in changing market conditions.

Rebalancing of client portfolio's are done on an ongoing basis with each contribution. Therefore, should a specific allocation to a fund drop below its targeted asset allocation percentage, all buys will be done with that out of balance fund until it's target allocation is met. This strategy allows for the purchasing of assets that are out of favor at lower share prices, through an averaging approach while waiting for an eventual recovery.

All investing is subject to risk, including the possible loss of the money you invest. Past performance is no guarantee of future results. Be aware that fluctuations in the financial markets and other factors may cause declines in the value of your account. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Diversification does not ensure a profit or protect against a loss.

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