Select a GPS Strategy

After completing the Discovery and Market Outlook steps of the Six-Step Investment Process, you can use this interactive tool to match your client's profile with a mix of asset allocation approaches in three easy steps.

  • Investment objective
    Accumulation or distribution of wealth
  • Market outlook
    bullish, bearish or neutral
  • Risk profile
    1 = most risk averse and 5 = most risk tolerant

Set your client's coordinates

Investment
Objective
  • Accumulation
  • Distribution
Market
Outlook
  • Bullish
  • Neutral
  • Bearish
Risk
Profile*
  • 1
  • 2
  • 3
  • 4
  • 5
 
 
Calculate

Discover your client's Solutions

Set your coordinates, then click "Calculate."
GPS Accumulation Neutral, P2
Strategic
29.2%
Tactical Constrained
29.2%
Tactical Unconstrained
24.3%
Absolute Return
10.8%
Alternatives  10.8%
*Accumulation Profiles 1-5; Distribution Profiles 2-4 only.

The allocations shown on this page are not definitive and should not be considered as specific advice. Allocation decisions will differ based on individual needs and circumstances of each client, along with the specific economic and market conditions that exist at any given time.

The GPS strategies invest in mutual funds advised by GFWM or an affiliate and the fees payable to GFWM as the investment adviser vary. It is the responsibility of the financial advisor to determine suitability of any advisory service for each individual client.

Genworth Financial Wealth Management, Inc., an investment adviser registered with the Securities and Exchange Commission, is a wholly owned subsidiary of Genworth Financial, Inc.
© 2012 Genworth Financial Wealth Management, Inc. All rights reserved. Genworth Financial are service marks of Genworth Financial, Inc.

5921 I C3783 I 02-27-12