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PORTFOLIOPLUS

The Managed Account Advantage

for Public Sector Employees

PORTFOLIOPLUS

Enroll Now

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 we:

  • Identify your risk tolerance
  • Recommend a portfolio
  • Select your investment options
  • Provide ongoing active account management to respond to marketing opportunities while managing portfolio risk

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:

  • What’s a good investment?
  • How many choices do I need?
  • When should I make changes to my portfolio?
  • Should I be in or out of the market?

At Retirement Plan Advisors, the answer to these questions is PortfolioPlus.

  • PORTFOLIOPLUS

    Can I lose money?

    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.

  • PORTFOLIOPLUS

    How much does it cost?

    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.

How will PortfolioPlus benefit me?

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.