We’re proud to announce that our Strategy PLUS SDBA Model Portfolio program was named a finalist for the 2022 Wealth Management Industry Awards in the TAMP-Model Marketplace category.
Strategy PLUS™ is an innovative investment platform that brings a top-tier Tamp structure to in-plan advice and allows advisors to provide clients with greater choice and portfolio customization within their current contribution plans. Strategy PLUS pairs TPFG oversight with strategies from a powerful lineup of world-class asset managers and includes 36 model portfolios for any risk appetite. These models incorporate specific strategies that range from active to passive and strategic to tactical, featuring the attributes of those managers.
"The Wealthies nomination of Strategy PLUS affirms our commitment to offer the highest level of investment expertise through SDBA. Our market provides unique challenges, so this recognition during the first year of our platform is especially gratifying," adds Megan Meade, TPFG Co-Chair. "Thank you to our institutional strategists. Their partnership is now our shared vision to provide investors with choice and in-plan advice to help reach their retirement goals and achieve financial independence."
The “Wealthies,” are WealthManagement.com’s annual awards program honoring the individuals, organizations and companies that help financial advisors build better businesses and create better outcomes for their clients. Retirement planning has become a key focus for the industry, so the program was expanded to include additional categories for the retirement plan space.
The 2022 Awards received a record-breaking number of nominations, nearly 1,000 entries from more than 350 companies. TPFG was one of only 77 first time nominees. Now in its eighth year, the record-setting participation is a testament to the value firms place in the Wealthies as a prime opportunity to enhance reputation, increase brand awareness and set their organization apart from the competition.
Winners of the 2022 awards were announced on September 8, 2022 during a black-tie ceremony at the Ziegfeld Ballroom in New York City. Joining me at the event were members of the TPFG senior leadership team.
As Co-Chair, there is nothing more gratifying than announcing industry peer recognition. Thanks to all our loyal advisors who have embraced Strategy PLUS and a big shout out to everyone on our outstanding TPFG team who helped make this possible. Check out our red carpet interview:
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. No fees were paid to participate in the Wealthies Award. Finalist were independently evaluated and selected by WealthiesManagement.com