Our Professionally Managed Models Are Customized to
Each Client’s Unique Needs
RFA Moderately Aggressive
RFA Moderately Conservative
Whether your employees are closer to age 30 or nearing retirement, everyone has their own unique retirement goals. RFA’s Custom Portfolio Models help simplify investing by recommending a single portfolio based on each participant’s current financial situation and specific individual needs.
Employees had been using target-date funds (composed of 100% proprietary funds) for many years because they were the only solution in the market—but that’s no longer the case! Now, every participant has the opportunity to have a professionally managed portfolio with the highest-quality mutual funds available within a sponsor’s specified plan.
Each portfolio includes a professionally selected mix of investments that corresponds to criteria developed by consultation with Reilly Financial Advisors. These portfolios are then professionally managed to maintain a specific level of risk and provide the convenience of a complete retirement portfolio in a single choice.
RFA’s Custom Portfolio Models can be beneficial for experienced investors as well as those just starting out. These models may also be a good choice for participants who simply don’t have the time or interest—or feel they don’t have the financial expertise—to make ongoing investment and asset allocation decisions.