PortfolioPlus is a professional money management service specifically designed for public sector retirement plans. Through our tactical approach to asset allocation and investment due diligence, we strive to increase return while managing risk.
With PortfolioPlus, you delegate the ongoing responsibility of managing your retirement account to RPA’s investment professionals. You no longer need to research individual investments, monitor the markets or decide what changes to make to your account. We do it for you.
RPA’s advisors work with you to determine your investor profile. Based on an assessment of your personal situation including your investment experience, risk tolerance, time horizon and investment objectives, we develop an initial asset allocation including specific fund recommendations.
RPA’s investment professionals monitor changing market conditions and trends. We also review the investment options in your plan on an ongoing basis, ensuring you are in the right funds at the right times. When appropriate, we adjust your portfolio’s asset allocation and underlying holdings to reduce risk, increase return or both.
Most retirement savings plans offer many investment options – frequently 30 or 40 choices. Individual investors are given a list of options and told to make important investment decisions by themselves. And investors are left to wonder:
At Retirement Plan Advisors, the answer to these questions is PortfolioPlus
Yes. By definition, market-based investments fluctuate with changing markets. While your PortfolioPlus account may lose value in the short term, RPA’s risk management strategies are designed to limit those losses to reasonable levels.
Fees are plan specific and fully disclosed during the enrollment process. Charges may include an asset management fee of up to 1% and an annual account maintenance fee not to exceed $15. All fees are billed quarterly and deducted automatically from your account.
This service provides you peace of mind, knowing that you’ve delegated the ongoing responsibility of actively managing your retirement account to RPA’s investment professionals.
You no longer need to research individual investments, monitor the markets or make changes to your account because we do it for you. Large pension funds rely on asset allocation to reduce risk and maximize returns. Now you can too!
To download the PortfolioPlus brochure, click here.