Broker Check
Wilshire to Provide Institutional Quality Oversight on TPFG Models

Wilshire to Provide Institutional Quality Oversight on TPFG Models

March 14, 2022

TPFG is pleased to announce a new relationship with WILSHIRE, one of the well-known names in manager research. For more than 40 years, Wilshire has provided robust financial analytics, market leading indexes, and end-to-end investment services for institutional investors, financial advisors, and intermediaries.

While most money managers act as their own “evaluators”, we’ve engaged Wilshire to provide institutional quality oversight on our 36 Strategy PLUS model portfolios. This extra set of eyes brings Wilshire’s quantitative and qualitative expertise to help monitor market movements, structural shifts and future trends, and unforeseen potential risks.

Adds Megan Meade, TPFG CEO and Board Chair, “Portfolio structure and asset allocation are just the first steps in managing our models. To ensure long-term success, we’ll rely on the superior market knowledge of Wilshire to better optimize our investment portfolios, better understand risks, and maximize value for financial advisors and their clients.”

Strategy PLUS™ is a next gen investment platform that taps the intellectual capital of leading investment managers to create a suite of personalized investment solutions built especially for participants of group retirement plans that are working with their own trusted advisors.

Our elite manager relationships - including Capital Group, Fidelity, BlackRock, J.P. Morgan, PIMCO, BNY Mellon, Janus Henderson, Invesco, Meeder and MFS - allows TPFG to incorporate specific strategies that range from active to passive and strategic to tactical, featuring the attributes of those managers. A unique blend of choice and strategist talent not found in traditional retirement plans.


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. 

Capital Group®  American Funds® are registered marks of The Capital Group Companies, Inc. BlackRock® is a registered mark of BlackRock, Inc. MFS is a registered mark of MFS Investment Management. JPMorgan is a proprietary mark of JPMorgan Chase & Co. Fidelity Institutional AM® and the Fidelity Investments logo are registered service marks of FMR LLC. PIMCO is a proprietary mark of Pacific Investment Management Company LLC. BNY Mellon is a proprietary mark of The Bank of New York Mellon Corporation. Meeder is a proprietary mark of Meeder Investment Management. Wilshire is a proprietary mark of Wilshire Advisors LLC. In each instance, the mark is used with permission. No representation is made by The Capital Group Companies, Inc., BlackRock Inc., MFS Investment Management, JPMorgan Chase & Co., Fidelity Institutional Wealth Adviser, LLC ("FIWA"), Pacific Investment Management Company LLC, The Bank of New York Mellon Corporation, Meeder Investment Management, or Wilshire Advisors LLC, or by anyone affiliated with such entities, regarding the advisability of investing in any investment product offered by The Pacific Financial Group.