Strategic Partnerships

The Pacific Financial Group has developed strong relationships with some of the most respected and sought-after firms in the investment management business. These partnerships enable us to create fresh, innovative, and high-quality growth opportunities for advisors and their clients, and build alignment for shared success. Each have impressive credentials and contribute significantly to the growth and success of TPFG.

Private wealth management is delivered to high-net-worth investors that need sophisticated financial solutions, and a greater level of service and sales support than a typical investor.

Our strategic partnerships include:

Capital Group | American Funds

TPFG engages Wilshire to add an independent extra layer of due diligence to the management of PFG's investment strategies.

Wilshire is one of the most respected names in worldwide manager research.  The 40+ year-old firm provides financial analytics, market leading indexing, asset-allocation monitoring, and ERISA 3(21) and 3(38) services for institutional investors, advisors, and intermediaries.

TPFG understands the importance of Wilshire's time-tested expert oversight for the measurement and monitoring of our strategies.

PFG strategies are the building blocks for our Strategy PLUS suite of investment solutions used by advisors helping their clients with In-plan advice.

Wilshire Manager Research Capabilities

Wilshire's Monday Market FLASH!

Wilshire Services to TPFG

Capital Group | American Funds

Since 1931, Capital Group, home of American Funds®, has been singularly focused on delivering superior results for long-term investors using high-conviction portfolios, rigorous research and individual accountability. Today, Capital Group manages more than $1.7 trillion in equity and fixed income assets for millions of individual and institutional investors. Capital Group is a private firm that employs more than 7,500 associates in offices around the world. For more than 80 years, their goal has remained the same: to improve people’s lives through successful investing.

Two American Funds® strategies are part of the TPFG Strategy PLUS investment platform. Through our Self-Directed Account Management Program, American Funds Models are now available in an additional 100,000 401(k), 403(b), and 457 workplace retirement accounts nationwide.


Capital Group | American Funds

Fidelity® is a privately-owned investment management company that was established in 1 946 as a mutual fund company. Fidelity® manages equity, fixed income, and balanced mutual funds for individual investors, businesses, financial advisors, and institutional investors. Fidelity Institutional Asset Management® stands as a long-time leader in managing equity and fixed income portfolios, FIAM® relies on proprietary research, disciplined portfolio management, and a sophisticated trading process to deliver superior long term results.

Fidelity Institutional provides innovative technology and deep expertise to firms, while Fidelity Institutional Asset Management serves consultants and institutional investors. Based in Boston, Massachusetts, Fidelity® is one of the largest investment management firms in the United States, with over 26 million customers, $7.8 trillion in total customer assets.


Capital Group | American Funds

For High Net Worth Individuals and Families

In today’s world of interdependent markets, global interests, and changing tax requirements, it can be difficult to have confidence and peace of mind when it comes to managing a complex financial plan. TPFG Private Wealth Services understands this and the unique challenges faced while managing wealth and planning for the future.

We have a dedicated and experienced team of professionals who provide financial planning to high net-worth individuals and their families. Our firm offers the judgement, experience, and capability required to help high net worth investors meet their goals now and for future generations.

Portfolio Monitoring and Recommendations

Ongoing financial advice and goal tracking requires dedicated client engagement and interaction. A critical step in the process is to review investment progress and update financial plans on a periodic basis. Effectively monitoring an investment portfolio requires independent performance reconciliation and customized reporting to ensure compliance and investment policy targets.

With personalized client relationships based on trust and integrity, our goal is to provide sound financial planning advice, unique investment opportunities, superior returns, and most of all, peace of mind.

We can help. Contact Janet Lee, Executive Vice President, National Sales at

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. Janus Henderson Investors is a proprietary mark of Janus Henderson Group PLC. Invesco is a proprietary mark of Invesco Ltd. Counterpoint is a proprietary mark of Counterpoint Asset Management, LLC. Wilshire is a proprietary mark of Wilshire Advisors, LLC. In each instance, the mark is used with permission. No representation are made by any of the noted strategists.