Our Flagship Investment Platform
Designed Specifically for the Retirement Plan Investor
The Only Multi-Manager, Multi-Style TAMP Designed 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.
TAMP Services
- Brings a top-tier TAMP structure to in-plan advice
- Strategies from a powerful lineup of world-class asset managers
- A suite of 36 model portfolios ranging from conservative to aggressive
- Expert consulting - SDBA, asset management, and business development
- Access to premier Strategists and multi-strategy UMAs
- Risk profiling and proposal generation
- Risk surveillance, daily account and model risk monitoring
- Digital account opening and servicing
- Trading and reconciliation
- Performance reporting
- Advisor Dashboard
- Client Portal
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.
The Strategists
A powerful lineup of firms embedded in all model strategies.
The Models
36 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
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. 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. 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, Meeder Investment Management, Janus Henderson Group PLC, Invesco Ltd., Counterpoint Asset 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 Awards or the Luminaries Awards. Finalist were independently evaluated and selected by WealthiesManagement.com and ALM|Think Advisor.