Strategy PLUS™

As the retirement and investment landscapes evolve, our leadership role in the SDBA marketplace demands that we continually innovate. Strategy PLUS™ is a suite of personalized investment solutions built especially for participants of group retirement plans that are working with their own trusted advisors.

Strategy PLUS™ combines our firm’s long and successful asset allocation history with an elite group of asset managers, giving you a way to offer expert guidance in all aspects of your client’s financial life.

Highlights and benefits:

  • Powerful Strategist Relationships – World-class lineup of top asset managers
  • Target PLUSTM – An enhancement to Target Date funds, offering strategic, tactical allocations, passive and active solutions
  • Index PLUSTM  An active strategy for those who prefer the benefits of passive investing +ESG
  • Focus PLUSTM – Access a single strategist whose style fits within your client’s overall portfolio
  • Multi PLUSTM – Provides you with our most diversified strategist allocations and options
  • RiskPro® – “Tested-tough” technology that monitors every security in every strategy and model

Critical to Strategy PLUS™ is the guidance that only investment advisors can give. Participants of the ever-expanding group retirement plan market need knowledgeable, caring professionals that offer valuable advice with customizable options, not just the limited default options available in many plans.




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