2. Cerulli Associates, 2019 U.S. RIA Marketplace Report
CFO Solutions Team
Executive Vice President of Products and Platform Management
Executive Vice President, Investor and Investment Solutions
About the Initiative
Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.
GIS aims to transform and enhance current retirement income solutions, to: