Select. Plans can be diverse. At the core of the retirement plan products is diversity. An extensive investment portfolio that will span the full risk spectrum.
You will have the opportunity to select from 80+ investment options including: lifestyle portfolios and target-date portfolios. Lifestyle portfolios are traditionally risk-based allocations. Target-based portfolios are traditionally for age-based allocations. Not all investment options are available for all products – SWM provides guidance throughout the process.
Quality, diversity, performance – we can offer you and your clients what you need.
Determining the appropriate asset allocation strategy is an essential first step. Before selecting any of the available portfolios, individuals or companies should complete a risk profile. We can walk you through this process.
We are committed to offering you, your small-business, and your clients’ a robust, comprehensive investment portfolio that spans the full risk-reward spectrum. Besides offering solid investment portfolios SWM gives you a choice between the Fixed-Account and the Stable Value Fund, two options providing low-risk, stable investment opportunities.
Always remember we provide substance, service and satisfaction.