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.

DOWNLOAD STRATEGY PLUS OVERVIEW


The MODELS

The ALLOCATIONS


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