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Strategic Plus & Tactical Portfolios

Proactive, Adaptive Investment Management

Our Strategic Plus portfolios are a proactive, hands-on approach to managing your investments, involving more frequent movement of your assets as the market ebbs and flows. This adaptive asset allocation strategy allows your portfolio manager to invest more actively during positive market movements, while being able to move up to 50% of your assets to more stable investments (like cash or bonds) during downwards trends in the market.
This allows you to participate in positive markets in a way that’s adapted to your individual risk tolerance, while also helping to manage against some principal loss during market corrections. Our Retirement Ally team maintains this hands-on approach to help you avoid the dramatic highs and lows associated with investing in ETFs and mutual funds*.

Choosing the Appropriate Strategic Plus Portfolio

Retirement Ally offers five Strategic Plus models based on your risk tolerance and objectives. If you’ve determined that the hands-on approach to investment management is more aligned with your goals, it’s still important that you select a suitable portfolio model for your needs. We’ll work with you and your financial advisor to select a model, then customize it to ensure that your portfolio is tailored to your investment goals.
You can learn more about our Strategic Plus portfolios below. We encourage you to contact us or speak to your financial advisor about choosing a portfolio model.


Strategic Plus Conservative

Strategic Plus Income

Strategic Plus Moderate

Strategic Plus Growth

Strategic Plus Tactical

*Mutual Funds and Exchange Traded Funds (ETF’s) are sold by prospectus. Please consider the investment objectives, risks, charges, and expenses carefully before investing. The prospectus, which contains this and other information about the investment company, can be obtained from the Fund Company or your financial professional. Be sure to read the prospectus carefully before deciding whether to invest. 

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