Wealth Management Solutions

Partnering with FinTech industry leaders like RiskPro, TD Ameritrade and Orion, EPIC was built for investors seeking a comprehensive investment management experience that is governed by their trusted independent investment advisor.

The Managed Strategists Program leverages our family of mutual funds to minimize trading costs without compromising our investment discipline. This program combines TPFG’s long and successful history of Dynamic Asset Allocation with some of the nation’s top asset managers to provide you with a new comprehensive investment solution.

Core retirement account management is for 401(k), 403(b), or 457 accounts that don’t offer the Self-Directed Brokerage Account (SDBA) option. We offer five retirement account management strategies. All options use diversified asset allocation strategies to control risk without inhibiting investment flexibility.

A separately managed account is a customized portfolio of investments designed to help investors reach their individual financial goals. This account offers combined benefits of active professional money management with added flexibility and tax advantages while the securities are directly owned by the investor.

A variable annuity optimization (VAO) account leverages our sophisticated analytical processes to accurately define variable annuity sub-accounts that are notorious for style drift. We then use these results to rebalance our VAO portfolios with greater clarity and precision.