We have years of experience with helping serve some of our country’s federal employees to optimize their benefits by focusing on retirement strategies and products that work toward their retirement goals while benefiting from specific programs designed for federal retirees.
Morningstar is an independent rating company that evaluates fund performance, costs, and volatility. They also evaluate the correlation of funds in a portfolio mix and the risk associated with funds in similar investment styles. We will evaluate all-weather funds that are highly correlated, moderately correlated, or non-correlated in the existing asset structure. The goal would be to minimize the correlation of funds that would move in tandem if a major market correction would take place.
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We will perform a cost analysis to determine what fees are currently being paid in existing platforms and, if changes to the platforms are made, what fees can be reduced to maximize growth. This will be an important area for your portfolio due to the size of the funds invested. It would be our goal to minimize those fees as much as possible in your new portfolio modeling.
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Securities offered through World Equity Group, Inc., member FINRA and SIPC, a Registered Investment Adviser
CRS for Prostatis Group LLC as the RIA
Investment advisory services offered through Prostatis Group, LLC. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.
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Alternative investments have unique risks and are not suitable for all investors. Alternative investment products, including hedge funds, commodity hedged accounts and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.
Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products can execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets.
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