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Mutual Fund Portfolios
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Our Mutual Fund Portfolios draw upon the expertise and institutional research capabilities of qualified Portfolio Strategists.  These specialists construct model asset allocations reflecting Risk/Return Profiles, tactical or strategic asset allocation approaches and other considerations.

The portfolios are then composed of no-load funds selected from hundreds of carefully screened funds representing some of the most respected fund families.  
   
The funds selected may include actively managed and indexed objectives. GuideMarkSM Funds or proprietary funds from the Portfolio Strategists’ own fund family may also be used by the portfolio strategists.

MUTUAL FUND PORTFOLIOS

THIRD PARTY MUTUAL FUNDS
Portfolio Strategists Investment Managers
Eaton Vance (Tactical UnconstrainedSM, Absolute Return)
Goldman Sachs (Tactical ConstrainedSM)
JPMorgan (Tactical ConstrainedSM, Absolute Return)
Litman/Gregory Asset Management (Tactical ConstrainedSM)		 Strategists utilize either their own funds (Goldman Sachs, JPMorgan) or funds selected from a wide universe using their internal research (Litman/Gregory).


GUIDEMARK FUNDSSM
Portfolio Strategists Investment Managers
Callan Associates (Strategic)
Litman/Gregory Asset Management (Tactical Constrained)
New Frontier (Strategic)
 The GuideMark FundsSM are a family of No-Load Mutual Funds offering a diverse range of investment implementation options.




Custody & Trading Options
Fidelity Registered Investment Advisor Group
Genworth Financial Trust Company
Pershing Advisor Solutions
TD AMERITRADE Institutional

Minimum Investment
$25,000