Our solutions

We are an investment firm founded in 1981 managing separately managed (SMA) and retirement accounts with mutual funds and ETFs, while providing a personal benchmark with our OnTarget process.

Using a TAMP and SMAs

Harness the power of a turnkey asset management program (TAMP) with the ability to manage multiple strategies in one streamlined SMA, back-office support, powerful business management tools, and client services.

Take a load off
Individual workplace retirement accounts

Help clients add risk management to 401(k) and 403(b) accounts using separately managed accounts (SMAs), including the self-directed brokerage account (SDBA) option that is already part of their plans.

Grow your business
Group retirement plans

Offer your plan-provider clients risk-managed investments within their pension and profit-sharing plans.

Adviser-managed accounts
Variable annuity management

Help your clients preserve and grow their wealth by adding risk-managed overlays to their current variable annuity investments.

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Principled investing

Meet client demands for values-based investment solutions without sacrificing superior risk-adjusted returns. Faith-based and socially responsible options are available.

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Small accounts

Serve more clients and increase AUM by efficiently managing small accounts (less than $25,000).

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OnTarget Investing

Learn to be a proactive adviser with My Business Analyzer and our OnTarget Investment process. Provide your clients with a personalized benchmark for their portfolio against which to track their progress.

Manage client expectations
FPI FundLink using American Funds

Add dynamic risk management to existing portfolios of American Funds to address the risks and opportunities present in every market environment.

Learn how

Learn how we can help you help your clients be better prepared