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TAMPS Model Marketplaces
THE PACIFIC FINANCIAL GROUP
Strategy PLUS SDBA Model Portfolio Program
Strategy PLUS is a suite of personalized model strategies built especially for participants of workplace retirement plans. The program gives advisors, through brokerage window access, the ability to offer sophisticated models that address the popularity of Target Date, Index, and ESG funds favored by millions of retirement plan participants. Strategy PLUS leverages the expertise of world-class investment managers including BlackRock, Fidelity, JP Morgan, Capital Group, PIMCO, BNY Mellon, Janus Henderson, Invesco, MFS, Meeder, and Counterpoint.
Wilshire provides manager research and due diligence oversight. It’s the only TAMP built specifically to merge in-plan financial advisory services with advanced modeling, that delivers the best attributes and capabilities of each manager. A unique, one-of-a-kind blend of choice and talent not found in traditional retirement plans.
The Pacific Financial Group, Inc. (TPFG) is a wealth management innovator and the only multi-manager, multi- strategy TAMP designed specifically for the Self-Directed Brokerage market and the retirement plan participant. The firm focuses on the group retirement space and was an early pioneer in the evolution of Self-Directed Brokerage Account Management for 401(k), 403(b), and 457 plans. Strategy PLUS™ is the firms Turnkey Asset Management Program that curates the investment expertise of world-class investment managers into a suite of 36 model strategies built specifically for workplace retirement accounts. A unique blend of choice, talent, and sophisticated modeling not found in traditional retirement plans, which brings institutional quality money management to the average investor. The firm also offers Separately Managed Accounts, Core Retirement Optimization, and a Variable Annuity Program. TPFG technology affiliate RiskPro®, is an innovative risk profiling and portfolio construction system providing continuous risk monitoring for all TPFG model portfolios.
www.tpfg.com/strategy-plus
165 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
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