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Guided Portfolio ServicesSM
    Helps you by addressing essential questions such as:
  • Which funds should you go with, and how much should you contribute to each?
  • What is your recommended contribution rate?
  • How much annual income should you expect your retirement portfolio to provide?
  • You would like to retire at a certain age; what do you need to do reach your goal?
GPS Portfolio Manager
  • Personal wealth forecast based on your financial profile.
  • Comprehensive portfolio construction, including long-term, strategic asset allocation and investment selection.
  • Automatic implementation of advice and account rebalancing.
  • Quarterly advice statements.
  • Annual review and wealth forecast update.
  • Ongoing portfolio monitoring.
GPS Portfolio Advisor
  • Internet-based tool includes the same advice of Portfolio Manager.
  • Designed for the do-it-yourself investor who wants to monitor and manage his or her  account while still receiving independent advice.
Manage

Learning and planning are essential first steps to a sound retirement plan. You may want to manage that plan yourself – with expert advice along the way. Or you may want a financial professional to manage your retirement investments at every step. Either way, we can help.

Guided Portfolio ServicesSM

Guided Portfolio Services (GPS) supports the management of your retirement account with objective advice from an independent financial expert. GPS offers two approaches, Portfolio Manager and Portfolio Advisor. Both provide comprehensive investment advice, and offer valuable professional guidance. But only Portfolio Manager will manage your retirement plan assets for you.

GPS Portfolio Manager

Portfolio Manager provides managed account expertise. With automated changes based on investment advice and ongoing asset management, you can be assured your retirement investments are being adjusted as necessary to help you achieve your retirement goals. You can conduct your Portfolio Manager reviews with a Registered Investment Advisor or over the Internet at your convenience. You will receive an investment strategy based on your investment goals, time horizon and investment risk tolerance.

GPS Portfolio Advisor

This Internet-based tool includes the features of Portfolio Manager, but is designed for the do-it-yourself investor who wants to monitor and manage his or her account while still receiving independent advice. After submitting your personal financial data online, you may implement the advice you receive as you see fit.