MAP YOUR SUCCESSFUL RETIREMENT!

Since their introduction in 1996, our asset allocation models were called “TIPS” or The Investment Path.  Several years ago, we asked our participants if they wanted us to make investment decisions for these portfolios on their behalf.  Based on the overwhelming, positive feedback received, we began to automatically implement all investment fund changes and rebalance participant accounts as appropriate.  As a result, the vast majority of our participants now contribute to these portfolios.  Since we are managing the portfolios for our participants, we have renamed them to MAPs, or Managed Account Portfolios.


It’s not surprising MAPs are so popular; one of the toughest decisions for participants is determining how to create a portfolio by selecting and allocating from the universe of individual stock and bond funds available.  Freedom One has removed this guesswork and made it simple by developing MAPs, the ideal investment tool!


Rather than participants having to personally select and continuously monitor their investments, they can leave the work to our team of experts.  Participants will benefit from the diversification our managed portfolios offer by reducing the risk normally associated with individual stock and bond investing.

Think of a MAP as a fund of funds.  Each MAP is a portfolio of mutual funds hand-picked by our investment team.  These portfolios are selected and allocated as a group to achieve specific levels of risk and return.  Participants only need to select the MAP matching their level of risk tolerance and let the portfolio do the work.

Each of our five MAPs invests in up to twelve asset categories and nine different fund families, therefore providing broad diversification and high quality representation among fund companies and managers.  MAPs allocate a participant’s account across different types of investment classes to minimize a portfolio’s volatility.

We offer five professionally managed portfolios designed to meet the goals and risk tolerance of every participant, from conservative to aggressive, and for every investor in between.  Our consultants meet with participants individually to assist in determining their objectives and risk tolerance so participants can MAP their long-term path to a successful retirement.

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