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Engineered to Perform

Diversified strategies powered by world-class investment managers.

TPFG is proud to offer custom strategies sub-advised by 6 of the world's top 14 largest asset managers. These business partners share our values and our vision to empower investors with choice and trusted advice, and help them achieve financial independence. Years of planning and an exceptional level of commitment has culminated with this powerful lineup of respected firms now embedded in our strategies. Within our models, we align their attributes and strengths, which gives advisors the ability to offer a unique blend of talent not found in traditional retirement plans.

We feature professionally managed, research-driven investment programs designed to seek consistency in performance and to provide risk-efficient solutions for a range of risk tolerance levels and investment objectives.

Institutional Level Money Management for the Retail Investor.

Institutional money management is not just for the ultra-wealthy or large institutional investors anymore. Your retirement plan clients have worked hard and earned the right to enjoy the same sophisticated and transparent asset management services that large investors have benefitted from for decades.

The Pacific Financial Group (TPFG) and our Strategy PLUS Model Portfolio Program has attracted the attention of some of the world’s premiere money managers, which gives you unique access to institutional level asset management. These institutional money managers provide access to an array of strategies, timely research and market commentary, which helps you better understand key performance drivers and trends in the capital markets.

It’s still common for workplace retirement plans to limit the number of investment offerings and the options that are available may not be sophisticated enough to achieve the financial goals of your client. TPFG is committed to leveraging the discipline of institutional asset managers to bring clients a level of innovation, customization and experience previously reserved for major corporations

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Strategists

Fund Lineup



Due Diligence Partner

TPFG has established a due diligence partnership with WILSHIRE, one of the most respected 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 outside evaluation is rare in the money management industry, we’ve engaged Wilshire to provide an extra set of eyes on our PFG Strategies, which are the building blocks for our Strategy PLUS model suite used by advisors for in-plan assets. Among the services they provide are written qualitative investment evaluations and Manager Research Ratings on the strategy composites utilized in our co-branded funds. They also assist in quarterly monitoring and due diligence evaluation of the Fund Research Providers and determine if investment guidelines for each PFG Fund is consistent in style and strategy and appropriate for qualified retirement plans.


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Disclosures

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. 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, or Meeder Investment Management, or by anyone affiliated with such entities, regarding the advisability of investing in any investment product offered by Pacific Financial Group.

Fidelity Institutional®  ("Fidelity") is an independent company unaffiliated with The Pacific Financial Group, Inc. ("TPFG"). Fidelity is a service provider to TPFG. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of the content supplied by TPFG and does not guarantee, or assume any responsibility for its content. Fidelity Investments is a registered service mark of FMR LLC. Fidelity Institutional provides clearing, custody, or other brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.


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