StringAdviser™
The StringAdviser™ service is designed for participants who recognize the most effective way to plan for retirement is develop a customized plan to meet their unique set of circumstances, and are ready to invest some time planning their future. The personalized investment plan is the result of an intensive 5-stage process that can be completed at the participant’s own pace. StringAdviser™ will develop a tax-efficient reallocation of the participant’s portfolio across the mix of asset classes, investment options, investment vehicles, and products that will put the participant in the best position to achieve his or her retirement goals while staying within the participant’s investment comfort zone. Portfolios are rebalanced quarterly and the strategy can be altered at any time to accommodate changes in the participant’s situation or goals.
Learn more about the StringAdviser™ process and walk through a case study.
Proprietary Products
Longevity Protector™
StringIncome™
Advice
StringAdviser™
StringAdviser Process™
StringSimple™
BrokerConnect™