RETIREMENT PLAN ADVISORS LAUNCHES NEW PORTFOLIOPLUS MODEL

Aggressive Equity Model Provides Investors Additional Market Opportunity | February 19, 2015


Retirement Plan Advisors (RPA) announced the launch of an Aggressive Equity model for their group retirement plan managed account option, PortfolioPlus.

RPA’s Aggressive Equity model has a higher weighting to equities than prior models, and the ability to take more concentrated positions. It is specifically designed for investors with high return expectations who can tolerate significant fluctuation in the short-term value of their investments. Aggressive Equity investors typically strive for returns exceeding the S&P 500 and have an investment time horizon of more than 20 years.

“No two people are the same,” said Joshua Schwartz, President at Retirement Plan Advisors. “We believe choosing investments that align with our investors’ risk tolerance, time horizon, and financial goals is one of the most important decisions we’ll help them make. The Aggressive Equity model creates more opportunity for our investors to choose the investment strategy that suits their financial goals.”

RPA’s financial advisors work with group retirement plan participants to determine their investor profile. Based on an assessment of personal situations, RPA develops an initial asset allocation including specific fund recommendations. If investors are already enrolled in the program, they are encouraged to participate in an annual review to confirm or reevaluate their investor profile.

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