CORPORATE RETIREMENT PLANS
Automated Investment Advisor
*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”).