INVESTMENT MANAGEMENT
CORPORATE RETIREMENT PLANS
FINANCIAL PLANNING
LIFE INSURANCE
INVESTMENT MANAGEMENT
Automated Investment Advisor
- Assets for Investing: Under $100,000
- Assets for Investing: Over $100,000 but not interested in using a finacial advisor
- Utilizes our partner company Betterment as custodian
- Uses Betterment's simple, cutting edge technology and algorithms to create a portfolio based on your Risk Tolerance.
- Lower cost than using a finacial advisor
- Automatically rebalances your portfolio
- Easily connects to your bank account for funding purposes.
Personal Investment Advisor
- Assets for Investing: Over $100,000
- Work directly with a financial advisor
- Customize portfolio based off of client information and Risk Tolerance
- Utilizes TD Ameritrade as our custodian
- At least an annual review to ensure portfolio fits your financial situation
- Makes portfolio adjustments based on expected market changes
- Larger universe of investment options
*Please note, while the automated investment advisor system via “Betterment” is available in all states, The Pacific Group may not currently have the proper licensing to maintain the account in that particular state. If that is the case, you will be alerted.
Certain investment advisory services are provided via Betterment. Betterment is separate from and unaffiliated with Pacific Advisory Securities Group, LLC (d/b/a The Pacific Group, LLC (“TPG”)) and any of its affiliated or related companies. Investment advisory services through Betterment services will not be provided until after a prospective client has received copies of the firm’s Form CRS, Form ADV Part 2A, and Form ADV Part 2B, and executed an investment advisory agreement. Betterment and its website, app, or other digital technology is not controlled by TPG or its affiliated entities and as such, we shall not be liable for any loss of data or damages incurred as a result of the use of any of Betterment’s digital technology. When choosing the Automated Investment Advisor option, you will be directed to a third-party website (“Betterment”).
