Institutional Investing / Personalized Retirement Outcomes (PRO)

Personalized Retirement Outcomes (PRO)

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Delivering Personalization in the QDIA

The PRO Solution offers a personalized allocation for participating employees. Those who are defaulted and never engage with the plan still recieve a personalized portfolio based on the data that is available via the recordkeeper.

For those who log into the web portal to provide additional information, we can personalize their portfolio even further.

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Learn why 150,000 clients* trust us to manage their money and how we may be able to help you achieve your financial goals.

*As of 3/31/2024

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