Managed Strategists

Managed Strategists

 

The Managed Strategists Program leverages our family of mutual funds to minimize trading costs without compromising our investment discipline. This program combines TPFG’s long and successful history of Dynamic Asset Allocation with some of the nation’s top asset managers to provide you with new comprehensive investment solution.

 

The primary highlights of the new options in the Managed Strategists Program includes:

  – Expanded Investment menu that gives you the opportunity to create a Multi-Strategy approach in one account.

   – The enhanced group of investment strategies features the intellectual capital of industry leading companies such as PIMCO, Wilshire, Massachusetts Financial Services (MFS), Meeder, Loring Ward and others.

 

Based on RiskPro’s technology solution, a new suite of actively managed, risk-controlled Managed Models have been deliberately crafted to manage investment risk in volatile markets. In doing so, these funds consolidate multiple transactions and create a perfect blend of active money management and cost-effective investing.

 

Designed with IRA and qualified accounts in mind, the managed Strategists Program is well-suited for a range of clients, from the individual to the institutional investors.

 

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Primary Benefits

• Cost-effective professional management
• Streamlined investment methodology
• Efficient for investor accounts of all sizes
• Dynamic allocation
• Active fund management
• No minimum
• Featuring

MANAGED PORTFOLIO STRATEGIES

The Managed Strategists Program leverages our family of mutual funds to minimize trading costs without compromising our investment discipline. This program combines TPFG’s long and successful history of Dynamic Asset Allocation with some of the nation’s top asset managers to provide you with new comprehensive investment solution. The primary highlights of the new options in the Managed Strategists Program includes: – Expanded Investment menu that gives you the opportunity to create a Multi-Strategy approach in one account. – The enhanced group of investment strategies features the intellectual capital of industry leading companies such as PIMCO, Wilshire, Massachusetts Financial Services (MFS), Meeder, Loring Ward and others. Based on RiskPro’s technology solution, a new suite of actively managed, risk-controlled Managed Models have been deliberately crafted to manage investment risk in volatile markets. In doing so, these funds consolidate multiple transactions and create a perfect blend of active money management and cost-effective investing. Designed with IRA and qualified accounts in mind, the managed Strategists Program is well-suited for a range of clients, from the individual to the institutional investors.