Videos

Asset Allocation Committee Meeting

Asset Allocation Committee Meeting

TPFG Portfolio Manager Dan Helmick moderates our quarterly Asset Allocation Committee Meeting. A series of informative Strategist presentations on the performance of our suite of Strategy PLUS model portfolios. 

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PFG Strategies Review

PFG Strategies Review

 Strategy PLUS performance overview from our Portfolio Management team.  

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A Night at The Wealthies

A Night at The Wealthies

Co-Chair Megan Meade hits the red carpet a the recent Wealthie Awards in New York City and talks about what makes TPFG unique.  


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Strategy PLUS Performance Webinar Recap

Strategy PLUS Performance Webinar Recap

Our Portfolio Management Executives give us an overview of our Strategy PLUS performance, our newly launched funds from Fidelity®, Invesco, and Janus Henderson, and nine new models on our Strategy PLUS platform.

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Capital Group Webinar - Pathways to Growth

Capital Group Webinar - Pathways to Growth

Capital Group Research and Practice Management Execs share valuable insights into their 2021 Advisor Benchmark Survey. Find out what the highest growth advisors do differently.  

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Retirement Plan Choices - Are You Missing Out?<br/>

Retirement Plan Choices - Are You Missing Out?

Your financial advisor and the Pacific Financial Group would like you to understand the additional choices that may be available to you in your employer’s group retirement plan.

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Asset Allocation Committee LIVE!

Asset Allocation Committee LIVE!

To kick off the new year, we brought together our elite group of industry strategists to share unique viewpoints on the market and the year ahead in investing.

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Asset Allocation Committee Meeting Q2<br/>

Asset Allocation Committee Meeting Q2

Quarterly Asset Allocation Committee Meeting. Listen in as our strategist partners share updates on their models and their economic views.

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401k Pre Retirement Solution

401k Pre Retirement Solution

Learn how to help your clients towards their retirement goals, while they are still working!

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Strategy PLUS™

TPFG Introduces Strategy PLUS™, a new flagship investment platform.

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Advisor Portal Overview

Advisor Portal Overview

In this video, learn how to use and navigate the Advisor Portal.

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Client Portal Overview

Client Portal Overview

In this video, explore the Client Portal and learn how to use it.

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Portfolio Audit

Portfolio Audit

In this video, discover how you can audit your portfolios.

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Report and Queries

Report and Queries

In this video, learn how to run and understand Report and Queries.

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