Personalized Portfolios

Participants are unique and their investment strategies should be too. 

Unlike other methods of investing, Personalized Portfolios understands each employee’s unique investor DNA to get a more detailed picture of who they are. This method results in a strategy that meets their individual needs and a portfolio that aligns with their one-of-a-kind investor profiles.

Using managed accounts we can:

  • Improve participant retirement readiness outcomes
  • Provide additional fiduciary protection and oversight
  • Eliminate emotional decision making by participants
Personalized portfolios can be implemented on a plan level with or without the Financial Elements wellness program.