Secure your tomorrow:

Personalizing your investment journey

With iGPS all portfolios are unique and personalized

The Pension protection Act of 2006 included TDF as a qualified default investment (QDIA) for plan sponsors to automatically invest plan participant savings with fiduciary protection.

TDF became increasingly popular because of its simplicity, low-cost, and investment sensibility that reduces investment risks (glidepath) as a participant approaches retirement

Personalized retirement portfolio investing is not only to optimize your portfolio return on a risk adjusted basis but also to allow the inclusion of a guaranteed lifetime income investment option. By including this option, you will have the option to turn a portion of your assets into a guaranteed lifetime income in retirement that you cannot outlive. A compliment to your Social Security income.

In 1993, the first-generation Target Date Fund (TDF) was born. This is a series of multi-asset, professionally managed investment solutions that are distinguished by a single factor – your birth year.

Along the way, attempts were made to improve on this single factor approach by delivering multi-risk and custom glidepath alternatives to begin “personalization” on the retirement plan level.

After three decades, personalized target date portfolios is a reality that takes each participant’s individual factors into consideration instead of just age. It remains simple and low-cost, and now personalized to you.