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 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.
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.
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.