At our core, we are innovators. An innovator of products and services that empower independent financial advisors to give advice where it's needed most.
Over our 35-year history, we've transformed from a small boutique investment management company to a nationally recognized leader in Self-Directed Brokerage Account (SDBA) Management with over $4B in AUM.
Along that path, some of the largest and most trusted investment managers in our industry have taken notice. They want to be part of our unique growth story at a time when the marketplace is thirsty for innovation.
A Unique Blend of Choice, Talent, and Sophisticated Modeling.
Pairing mutual fund industry giants in models that enhance traditional plan options.
"TPFG has assembled a remarkable group of investment heavyweights to provide multi-manager models that enhance traditional plan options. These firms recognize our innovative thinking, unique expertise, and the leadership position we’ve built in SDBA and the retirement plan marketplace. Adding Wilshire’s due diligence capabilities only enhances the oversight work we do ourselves. Each firm aligns with our ‘Leaders Go First’ mindset. Simply put, they want to be part of the TPFG success story."
- Gary Manguso, Chief Investment Strategist & Product Officer
Advisory services provided by The Pacific Financial Group, Inc. (“TPFG”) a Registered Investment Adviser. The information is for informational purposes only and should not be relied on or deemed the provision of tax, legal, accounting or investment advice. Past performance is not a guarantee future results. All investments contain risks to include the total loss of invested principal. Diversification does not protect against the risk of loss. Investors should review all offering documents and disclosures and should consult their tax, legal or financial professional before investing.
Capital Group® | American Funds® are registered marks of The Capital Group Companies, Inc. BlackRock® is a registered mark of BlackRock, Inc. MFS is a registered mark of MFS Investment Management. JPMorgan is a proprietary mark of JPMorgan Chase & Co. Fidelity Institutional AM® and the Fidelity Investments logo are registered service marks of FMR LLC. PIMCO is a proprietary mark of Pacific Investment Management Company LLC. BNY Mellon is a proprietary mark of The Bank of New York Mellon Corporation. Meeder is a proprietary mark of Meeder Investment Management. Janus Henderson Investors is a proprietary mark of Janus Henderson Group PLC. Invesco is a proprietary mark of Invesco Ltd. Counterpoint is a proprietary mark of Counterpoint Asset Management, LLC. Wilshire is a proprietary mark of Wilshire Advisors, LLC. In each instance, the mark is used with permission.
No representation are made by any of the noted strategists.