ASPire Financial Services' platform provides advisors with access to the industry's top money managers. Using a money manager can help you create a mutually beneficial relationship with plan participants. By using third-party money managers, advisors eliminate the responsibility of ongoing portfolio management, rebalancing, performance reporting or billing and collection of management fees - all are performed by ASPire and the money manager. The client and advisor are responsible for selecting the most appropriate money manager for participant accounts, monitoring the performance of the money manager and managing the relationship with the money manager.
Money managers available through the ASPire Financial Services' platform have provided the following information.
Morningstar Investment Services
Managed Portfolios for financial advisors and their clients.
Morningstar Investment Services allows you to delegate portfolio management to an independent, experienced investment team so you can spend more time on financial planning and business development. Morningstar Investment Services (MIS) offers five portfolios designed to achieve specific return objectives within controlled risk parameters to match a spectrum of investment objectives. MIS’s Asset Allocation portfolios are strategically built to meet different investment time horizons and risk levels. An appropriate framework is determined for each portfolio using several optimization and portfolio construction techniques to achieve specific long-term risk and return objectives through diversification among asset classes.
To download the ASPire 403(b)(7) Account Application with Morningstar as the strategist or to view the I & R Class Reports click appropriate link below:
ASPire MIS Managed Portfolios 403(b)(7) Account App
I Class Reports
R Class Reports
877.626.3228
Lindner Capital Advisors: An innovative asset manager blending 21st century investment alternatives into traditional Modern Portfolio Theory-based portfolios.
- Providing asset management solutions for over 14 years
- Assumes fiduciary responsibility for discretionary portfolios
- Combines the best of Dimensional Fund Advisors (DFA) and other exclusive institutional asset managers, e.g., Goldman Sachs and PIMCO
- Monthly Market Barometer for economic insight
- Seven Retirement Portfolios
- Low correlating alternatives for eligible plans
“Investing with Wisdom and Discipline”800.229.4306
To learn more visit www.lcaus.com/aspire
Portfolio Strategies has been an SEC-registered investment adviser since 1982. Our approach to managing participant accounts emphasizes two themes: active management and strategy diversification. Every decision made by Portfolio Strategies is influenced by our belief in the necessity of risk management. This means, in essence, that while we seek to consistently provide the best returns possible, our primary concern is in preserving our clients’ principal. Risk management is about balancing the objectives of preservation and growth. It is a course that requires discipline and focus. Our six Guardian Portfolios reflect a strong emphasis on diversification using active management techniques. Each portfolio may consist of up to seven independent strategies. The result is diversified, actively managed portfolios that seek to eliminate emotion, reduce volatility, and add consistent performance.
800.959.2001
To learn more visit www.portstrat.com
Rehmann Retirement Builders acts as your trusted advisor on every aspect of plan design, construction, and implementation. Having the right plan design is crucial to the success of your program. Whether you are a for-profit or non-profit organization, we design all types of qualified and non-qualified plans based on your unique demographics and goals. We can assist in selecting the proper elements and combining them to create the plan that satisfies the goals of your organization.
- Potentially reduce plan administrative costs
- Help reduce employer fiduciary liability
- Make participant educational and enrollment meetings more effective
- Allow each participant to create and maintain a diversified portfolio
- Reduce investor market timing and mistakes
- Monitor each account for duplication of holdings
- Monitor each account for style drift
866.799.9580
To learn more visit www.rehmannfinancial.com
Efficient Market Advisors, LLC is the Investment Advisor to the Efficient Market Portfolios™ account. Efficient Market Portfolios accounts provide investors with an account that seeks to maximize investment performance given the investor's time horizon and willingness to accept risk. The Efficient Market Portfolios account is offered exclusively through qualified financial advisors and Efficient Market Advisors. LLC.
Founded in 2004 for the sole purpose of managing
ETF-based separate accounts, EMA boasts
one of the longest pure ETF track records in the
investment management industry. EMA’s investment philosophy
emphasizes top-down, macroeconomic research
in creating an active asset allocation strategy.
This strategy is implemented through fifteen
unique time and risk-based portfolios.
888.327.4600
To learn more visit www.efficient-portfolios.com
Emerald Allocation Strategies, LLC (“Emerald”) offers a series of diversified, multi-strategy investment solutions to wealth managers, institutions and retirement plan sponsors. We believe the traditional long-only, “style-box” approach to asset allocation has its limits. We also believe that there is a “Bull” in almost every market, and our job is to find it.
Emerald employs a flexible investment style with a strict risk discipline. We diversify across multiple asset classes, yet also hedge our portfolios as we see fit, always striving to reduce volatility, minimize losses and generate a more consistent return stream. Our objective is to deliver strong risk-adjusted returns with low - modest correlation to the equity markets. By doing so, we strive to navigate effectively through all market environments.
Emerald offers several investment models to accommodate different risk levels. While each model is distinct, they are each driven by our #1 goal: Provide sustainable investment solutions that may serve as valuable core holdings for nearly any portfolio, large or small.
A Hedged Approach to Equity Investing
954.385.6492
To learn more visit www.emeraldeas.com
CLS Investments, LLC (“CLS”) is a professional money management firm and an SEC registered investment adviser. CLS partners with financial representatives, retirement plan sponsors, and many other financial professionals to help individual investors achieve their financial goals.
CLS believes risk budgeting is a critical element in crafting client portfolios. Risk budgeting keeps the level of risk within a portfolio constant, even as conditions within the investment environment change. Each client’s risk budget is determined according to his or her personal financial goals, capacity for risk, and investment time horizon. After a portfolio’s risk budget has been assigned, that risk cannot be overspent or underused.
About CLS:
- One of the largest independent third party money managers in the United States
- Employs an experienced team of portfolio managers and analysts, including five who hold the Chartered Financial Analyst designation
- Offers a (k)Star open architecture qualified plan program with an extensive menu of active investment strategies specializing in risk budgeting
- Offers a protection strategy for qualified plan participants who are nearing retirement
- Assists with employer fiduciary liability
- Provides enrollment support through 12 wholesalers across the U.S.
- Engages in regular written and video communication with participants about the economy and CLS’s portfolios
- Performs daily portfolio monitoring
- Maintains a 20-year track record as a third party manager
- Offers the monthly Practice Management Webinar Series to help you build your business and stay abreast of industry topics and best practices
888.455.4244
To learn more visit www.clsinvest.com