Sponsored by
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.
