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Guided Portfolio Services
    Helps address essential questions such as:
  • Which funds should I use, and how much should I contribute to each?
  • What is my recommended contribution rate?
  • How much annual income should I expect from my retirement portfolio?
  • What do I need to do to retire when I want?
GPS Portfolio Advisor
  • Advice on investment selection and allocation.
  • Forecast of annual retirement income.
  • Recommended savings rate and retirement age.
  • Monitoring of investment option lineup.
  • Ongoing portfolio optimization.
  • Access via Internet and telephone.
  • Designed for investors who want to manage their own assets but still value advice from industry experts.
GPS Portfolio Manager
    Managed account program providing all the services of Portfolio Advisor plus:
  • Automatic implementation of the investment advice.
  • Ongoing asset management, including quarterly rebalancing, as necessary.
  • Advice regenerated automatically once per year.
  • Annual review and wealth forecast update.
  • Quarterly advice statements.
  • Access to services via a financial advisor.

Manage

As you develop a plan for how to save and invest for your retirement, you may want to manage that plan yourself -- with expert advice along the way. Or you may want a financial professional to manage your retirement investments at every step. Either way, we can help, with programs designed to help you manage your retirement account assets, as well as your retail assets.

Guided Portfolio Services®

Guided Portfolio Services (GPS) is a valuable, fee-based service that supports the management of your retirement account with objective advice from independent financial expert Ibbotson Associates. And with GPS, you can choose between two approaches -- Portfolio Advisor and Portfolio Manager.

For fee information, click here.

GPS Portfolio Advisor offers expert advice that includes asset allocation, fund selection, retirement income forecasting, savings rate recommendations, and ongoing portfolio optimization.

GPS Portfolio Manager offers the same advice and features as Portfolio Advisor, plus it automatically implements the investment advice for you, provides ongoing asset management and offers access to services via a financial advisor.

Managed Investment Program®

Managed Investment Program (MIP) is a professionally managed fee-based program that supports the management of your other investment accounts based on your investment goals and objectives. This program includes ongoing investment management, rebalancing and quarterly performance reporting. MIP can include a wide variety of investments including mutual funds, ETFs and individual stocks and bonds. For fee information, click here.