Strategy PLUS™


Our Multi-Manager, Multi-Style Flagship Platform.

As the retirement and investment landscapes evolve, and old axioms are tested, TPFG continues to innovate. We equip financial advisors with products and services that empower investors to save more, behave better, and improve outcomes. 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. Plan participants need knowledgeable, caring professionals that offer valuable in-plan advice with customizable options, not just the limited default options available in many plans.

Our elite manager relationships allow TPFG to incorporate specific strategies that range from active to passive and strategic to tactical, featuring the attributes of those managers

A Blend of Choice and Talent Not Found in Traditional Retirement Plans.

  • Brings a top tier Tamp structure to in-plan advice.
  • Over 30 models to choose from ranging from conservative to aggressive.
  • Pairs TPFG oversight with strategies from a powerful lineup of world-class asset managers.
  • Allows advisors to provide unique and sophisticated modeling to clients within their current contribution plans.

Always On Risk Monitoring.

  • Universal Risk Translator and portfolio construction system that helps Financial Advisors improve the investor experience.
  • Tested-tough risk assessment and surveillance technology that monitors every security in every strategy and model.

NEW! Download ESG & Fidelity Fact Sheets


The MODELS

Over 30 strategies available within 5 Model categories to fit any risk tolerance range from conservative to aggressive.


The ALLOCATIONS

Offering strategic, tactical or a mixture of both allocation styles funded with a variety of both active and passive management choices.


The STRATEGISTS

A powerful lineup of firms embedded in our strategies which offers a unique blend of talent not found in traditional retirement plans.

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., FIAM LLC, 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.

ESG Disclosures: Portfolios designed to address Environmental, Social and Governance (“ESG”) standards rely on the information provided by the funds and or underlying securities which comprise the portfolio. In building the portfolio, TPFG will use its best efforts to ensure the efficacy of the underlying fund's ESG discipline and adhere to the Portfolio’s stated ESG policy, but makes no assurances that the underlying funds or securities will continue to meet the stated standards.  ESG investing incorporates many subjective factors which can be interpreted differently by different investors. Accordingly, investors seeking an ESG portfolio should carefully review the prospectus for each of the underlying funds so as to ensure the portfolio meets the investor’s environmental, social or governance expectations.

RiskPro® is a software technology developed by ProTools, LLC, an affiliate of TPFG, to estimate the forward-looking, maximum annual range of total returns of a portfolio of securities (Tolerance). IMPORTANT: The projections or other information generated by RiskPro® regarding the likelihood of various outcomes are hypothetical in nature, do not reflect actual investment results and are not a guarantee of future results. Further, RiskPro® does not consider the fees and expenses of the underlying PFG Strategies, or the potential impact of extreme market conditions. There is no certainty that each Portfolio’s maximum range of annual total returns, as estimated by RiskPro®, will be accurate or that the TPFG will succeed in managing each Portfolio’s maximum annual volatility.

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