$1.3 Billion Flows into Newly Launched Strategies from The Pacific Financial Group

$1.3 Billion Flows into Newly Launched Strategies from The Pacific Financial Group

April 20, 2021
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Bellevue, WA - April 20, 2021

Just one year after launch, TPFG’s Strategy PLUS™ lineup has tapped a marketplace thirsty for innovative ideas.

The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and pioneer in Self-Directed Brokerage Account Management, looks back on the success of its flagship investment platform Strategy PLUS. A year after launch, over $1.3 billion in assets have flowed into its Focus PLUS, Target PLUS, Index PLUS, and Multi PLUS models.

Strategy PLUS is a multi-strategy, multi-manager platform that taps the intellectual capital of leading investment managers including Capital Group, home of American Funds, Fidelity Investments®, BlackRock®, JPMorgan, PIMCO, BNY Mellon, MFS®, and Meeder. These relationships allow TPFG to feature the attributes of those managers and incorporate specific strategies that range from Active to Passive and Strategic to Tactical. The strategies are available to advisors inside Strategy PLUS and the result is more product choice that empowers investors to save more, behave better, and improve investment outcomes.

“We are energized by the rapid adoption of our new Strategy PLUS lineup,” said Gary Manguso, TPFG Chief Investment Strategy and Product Officer. “Our momentum is strong and our steady growth trajectory continues. Even more innovation is ahead with the release of our suite of ESG models as a response to the burgeoning demand from 401k participants.”

An early pioneer and innovator in the group retirement space, The Pacific Financial Group has built a unique market leadership position in self-directed brokerage for 401k, 403b, and 457 accounts. Total firm AUM exceeds $3.4 billion. The continued opening of retirement plan brokerage windows and the significant use of target date strategies demonstrates plan participant and plan sponsor interest in fund of fund offerings.

Target PLUS adds an active management component to a traditional target date strategy. Index PLUS models are ideal for investors seeking a lower cost offering with a dose of fixed income active management. Focus PLUS is for investors who seek concentrated exposure to actively managed strategies. Multi PLUS are the most diversified set within the Strategy PLUS offering. Strategy PLUS includes a total of 31 strategies, ranging from conservative to aggressive. See the full Strategy PLUS story.

Founded in 1984, The Pacific Financial Group, Inc. (TPFG) provides financial advisors with a complete suite of programs dedicated to building, managing, and preserving wealth for every investor. The firm provides five principal types of investment advisory programs including the Strategy PLUS™ and Self-Directed Brokerage Account Programs, Separately Managed Accounts, the Enhanced Portfolio Investment Centre and MMS Portfolio Solutions, Core Retirement Optimization, and a Variable Annuity Program. TPFG affiliate RiskPro®, is a revolutionary risk profiling and portfolio construction system.

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Disclosure: The information provided herein is the opinion of The Pacific Financial Group (“TPFG”), a registered investment adviser, and may change without notice at the discretion of TPFG. TPFG makes no warranties as to the accuracy of the information or any representations made or implied at any time given. The information should not be construed or interpreted as an offer or solicitation to purchase or sell a financial instrument or service. The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting, or investment advice. Past performance is not a guarantee of future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss.