The Pacific Financial Group, Inc. (TPFG) is a wealth management innovator that blends three decades of traditional asset management experience with next gen fintech know-how, to provide products and services that empower financial freedom for advisors and their clients. The firm focuses on the group retirement space and was an early pioneer in the evolution of Self-Directed Brokerage Account Management for 401(k), 403(b), and 457 plans. Strategy PLUS™ is the firms Turnkey Asset Management Program that taps the intellectual capital of world-class investment managers to curate a suite of 36 model strategies built specifically for retirement plan participants. A unique blend of choice, talent, and sophisticated modeling not found in traditional retirement plans. The firm also offers Separately Managed Accounts, Core Retirement Optimization, and a Variable Annuity Program. TPFG technology affiliate RiskPro®, is an innovative risk profiling and portfolio construction system providing “always-on” risk monitoring for all TPFG model portfolios.
Strategy PLUS SDBA Model Portfolio Program
Strategy PLUS is a suite of personalized model strategies built especially for participants of group retirement plans. The program gives advisors, through brokerage window access, the ability to offer sophisticated models that address the popularity of Target Date, Index, and ESG funds favored by millions of plan participants. Strategy PLUS leverages the intellectual capital of a world-class group of investment managers including Capital Group, BlackRock, Fidelity, JP Morgan, PIMCO, Janus Henderson, Invesco, MFS, BNY Mellon, and Meeder. Wilshire provides due diligence oversight. It’s the only Turnkey Asset Management Program (TAMP) built specifically to merge financial advisory services with advanced modeling, that delivers the best attributes and capabilities of each manager. A unique, one-of-a-kind blend of choice and talent not found in traditional retirement plans.