Based on risk tolerance, employees have a “do it for me” approach for investing their retirement savings. Lifestyle portfolios run the full range of risk adjusted options from conservative to aggressive. The lifestyle portfolios are created by using the underlying investment options in the plan and may also include some other specific sector investments. Through our one-on-one consultation and the use of Risk Tolerance Questionnaire your employees will be directed to a risk adjusted portfolio that is right for them.
Income Portfolio Wealth Preservation Portfolio