Assets Under Management: $300mm

Location: Tucson , AZ ; Birmingham , AL

Investment Philosophy:

Retirement Plan Solutions' investment philosophy is Advisor driven allowing the Advisor the flexibility of selecting the approach that is best for each of their clients. Our objective is to provide a dynamic platform of highly competitive funds and portfolios, utilizing a 3-Tiered approach of both actively and passively managed investments. We provide the Advisor five distinctive, actively managed portfolios for a turnkey solution. These portfolios, based on Modern Portfolio Theory, are historically competitive and time-tested. In addition, for the Advisor that wishes to create custom portfolios, they can choose from a base of twenty "pre-qualified" funds and ETFs, or shop from the "Universe" of approximately 5,000 funds.