Strategy PLUS

Our Multi-Manager, Multi-Style TAMP for SDBA.

Strategy PLUS™ is an innovative investment platform that leverages the intellectual capital of leading investment managers to create a suite of personalized model strategies built especially for participants of group retirement plans. It addresses the void created by the Employee Retirement Income Security Act (ERISA) regarding the provision for customized advice and investment solutions to 401k and other plan participants. Strategy PLUS™ is the only Turnkey Asset Management Platform (TAMP) built specifically for the SDBA Market, merging financial advisory services with sophisticated model delivery.

Platform highlights:

  • Brings a top-tier Tamp structure to in-plan advice.
  • Pairs TPFG oversight with strategies from a powerful lineup of world-class asset managers.
  • Includes a suite of 36 models ranging from conservative to aggressive.
  • Incorporates specific strategies that range from active to passive and strategic to tactical, featuring the attributes of those managers.
  • Allows advisors to provide clients with greater choice and portfolio customization within their current contribution plans.
  • Utilizes RiskPro, a tested-tough risk assessment and surveillance technology that monitors every security in every strategy and model.

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

The Pacific Financial Group (TPFG) partners with mutual fund industry giants to provide multi-manager models that expand and enhance traditional retirement plan options. Retirement plans across the country are swiftly adopting the self-directed brokerage option, sometimes referred to as a “brokerage window”. TPFG curates co-branded funds and utilizes them as the building blocks for a suite of model strategies, including the three largest drivers of plan participation today. 

  • Target PLUS™ - Provides the convenience of traditional Target Date investments while not limiting participants to single manager or allocation style.

  • Index PLUS™ - Merges the low-cost benefit of indexing with broad market exposure using passive holdings complimented with tactical strategies.

  • ESG PLUS™ - Addresses the inevitable demands of a generation of investors who want holdings that use environmental, social, or governance screens.

The Strategists

A powerful lineup of firms embedded in all model strategies. 

The Models

Over 30 strategies available within 5 model categories to fit any risk tolerance range and investment style.

The Allocations

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

Client Profiles

Strategy PLUS offers a range of options to fit differing investment objectives, timelines, and risk profiles:

Model Commentary: Performance in Perspective

Download: Performance in Perspective

Wilshire Due Diligence Partnership

Download: Wilshire Overview


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.

No fees were paid to participate in the Wealthies Award. Finalist were independently evaluated and selected by

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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