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The success of any business can be boiled down to its relationships. Working with others who possess deep expertise, strong business acumen, and a shared vision is essential to creating and sustaining successful partnerships.
TPFG is proud to collaborate with some of the largest and most respected portfolio strategists in the country. These partners share our vision and values, and our optimism for growing our unique SDBA niche. Years of planning and an exceptional level of commitment has culminated with this powerful lineup of firms now embedded in our strategies. Within our models, we emphasize their strengths, which positions our advisors 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.
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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.