Enroll in PortfolioPlus

Step 1: Download Form CRS

Step 2: Enroll Now

How does PortfolioPlus work?

In a typical group retirement plan, individual investors often wade on their own among a pool of 20+ investment options with little to no knowledge of the markets, left to wonder how the choices they’ve made will affect their well-earned retirement. Our response to that is PortfolioPlus.

We start by identifying your risk tolerance and recommending a portfolio. We then select appropriate investment options and provide ongoing account management. Through our tactical approach to asset allocation and investment due diligence, we strive to increase return while managing risk.

You’ll have peace of mind knowing you’ve delegated the responsibility of actively managing your retirement account to RPA’s financial professionals. We’ll handle monitoring and responding to the market, researching investments, and making adjustments on your behalf.

For more information, view our PortfolioPlus brochure.