The Pacific Financial Group (TPFG), an SEC Registered Investment Advisory firm and pioneer in Self-Directed Brokerage Account Management, is pleased to announce today that Janus Capital Management LLC is engaging with Pacific Financial Group (PFG) to provide research services for both the PFG Tactical Income Fund (PFTSX) and PFG Janus Henderson Balanced Strategy (PFJHX). These services are available on TPFG’s Self-Directed Brokerage Account platform called Strategy PLUS™.
Janus Henderson is a global asset manager with more than 340 investment professionals and expertise across all major asset classes. The firm’s individual, intermediary and institutional clients span the globe and account for $428 billion of assets under management (as of June 30, 2021). The firm is expanding in the model portfolio space, seeking to provide high-quality model portfolio offerings and services for advisors and their clients.
Strategy PLUS™ is a multi-strategy, multi-manager platform that taps the intellectual capital of leading investment managers. Janus Henderson joins an impressive list of firms including Capital Group, home of American Funds, Fidelity Investments®, BlackRock®, JPMorgan, PIMCO, BNY Mellon, Invesco, Meeder, MFS®, Sierra Investment Management, and Counterpoint Asset Management. 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.
“Janus Henderson brings important tactical expertise to our Strategy PLUS™ models. Their Balanced Fund is a five-star rated Morningstar fund with $27 billion in AUM and almost 30 years of performance history,” said Gary Manguso, TPFG Chief Investment Strategy and Product Officer. “We’re proud that some of the largest and most trusted Strategists in our industry have taken notice and want to be part of something special happening at TPFG.”
“Janus Henderson continues to invest and expand its model portfolio capabilities through high quality partners like TPFG,” said Matt Peron, Director of Research at Janus Henderson.
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 mutual fund AUM exceeds $3 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. In just 18 months after launch, over $1.7 billion in assets have flowed into TPFG’s Focus PLUS, Target PLUS, Index PLUS, and Multi PLUS models.
About Janus Henderson Investors
Janus Henderson Group (JHG) is a leading global active asset manager dedicated to helping investors achieve long-term financial goals through a broad range of investment solutions, including equities, fixed income, quantitative equities, multi-asset and alternative asset class strategies. As of June 30, 2021, Janus Henderson had approximately US$428 billion in assets under management, more than 2,000 employees, and offices in 25 cities worldwide. Headquartered in London, the company is listed on the New York Stock Exchange (NYSE) and the Australian Securities Exchange (ASX).
For more information: www.janushenderson.com
Disclosure: Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”) a Registered Investment Adviser. 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 future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing. TPFG and PFG are not affiliated with Janus Henderson.