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PORTFOLIOPLUS

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.

Retirement Spotlight: Mike and Barbara

RPA sat down with Mike, a recently retired police officer. In this video, Mike shares his retirement story: the savings challenges and successes encountered throughout his career, and his advice for others.

Improving Your Retirement Outcome: Introduction

Find out how you can improve your retirement outcome and what’s really behind saving more, saving longer, and improving your returns.

* Diversification and asset allocation strategies do not assure profit or protect against loss.*

Improving Your Retirement Outcome: Manage Returns

What is asset allocation? In this Improving Your Retirement Outcome installment, we answer that question and explore the role it plays in managing your returns.

* Diversification and asset allocation strategies do not assure profit or protect against loss.*

Improving Your Retirement Outcome: Save More

In this Improving Your Retirement Outcome installment, we suggest simple ways to save more today for a secure retirement later.

* Diversification and asset allocation strategies do not assure profit or protect against loss.*

Improving Your Retirement Outcome: Save Longer

In this Improving Your Retirement Outcome installment, we explore what can happen to your retirement when you save longer.

* Diversification and asset allocation strategies do not assure profit or protect against loss.*

Investing for Retirement: The RPA Service Model and PortfolioPlus

RPA’s service model is built around you – the employee. You need to be able to invest for retirement in the way that’s most comfortable for you. RPA’s decades of experience with public employees have taught us that there are generally three types of investors: do it myself, help me do it, do it for me. Regardless of what type of investor you are, RPA can help. Learn about RPA’s service model and PortfolioPlus.

Let's Talk About The Future

RPA Founder and President Joshua Schwartz talks about how RPA provides even the smallest communities the same high quality retirement advice found on Wall Street. With RPA, the future is better than you think.

The Road To Retirement

New house. New baby. College. Aging parents. The road to retirement has many bumps, detours and opportunities. RPA Financial Advisors discuss how their face-to-face retirement planning helps their clients.