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TAG Benefit Advisors,  LLC Investment Recommendations for the  401(k) Advantage,LLC Retirement Solution
Investment Process ,[object Object],[object Object],[object Object],[object Object]
Investment Process cont. ,[object Object],[object Object],[object Object],[object Object]
Investment Menu ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Investment Style Exposure Domestic Equity The recommended managers comprehensively cover all of the important domestic equity sub-asset styles.  A truly diversified investment menu provides important diversification benefits. Small Cap Growth Vanguard Explorer Small Cap Value Royce Low-Priced Stock Mid Cap Growth Artisan Mid Cap Growth Mid Cap Value Janus Mid Cap Value Large Growth American Funds Growth Fund of America Large Blend Vanguard 500 Index Large Value Schwab Large Cap Value (managed by Dodge & Cox)
Investment Risk and Return Risk Return General investment principles hold that an investor should be rewarded with a higher return for every incremental amount of risk undertaken.  As can be seen from this chart, over long time periods, fixed income investments generally offer low risk and return, while equity investments generally offer higher levels of risk and return. Schwab Stable Value Pimco Real Return Pimco Total Return Schwab Large Cap Value (Dodge & Cox) Vanguard 500 Index Growth Fund of America Causeway International Value Janus Mid Cap Value EuroPacific Growth Artisan Mid Cap Low High Low High Royce Low-Priced Stock Vanguard Explorer
Investment Menu Commentary ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Investment Menu Commentary cont. ,[object Object],[object Object],[object Object],[object Object],[object Object]
Investment Menu Commentary cont. ,[object Object],[object Object],[object Object]
Historical Investment Returns Recommended funds are listed in blue while the corresponding index is listed in black.  The indices are unmanaged and it is not possible to invest directly in an index.  Past performance does not guarantee similar future results.  All assets are exposed to ordinary market risks specific to their respective asset class.  Underlying data has been obtained from, or is based on, sources believed to be reliable, but no representation is made by Tisue Advisory Group as to their completeness or accuracy.
Historical Investment Returns Recommended funds are listed in blue while the corresponding index is listed in black.  The indices are unmanaged and it is not possible to invest directly in an index.  Past performance does not guarantee similar future results.  All assets are exposed to ordinary market risks specific to their respective asset class.
Asset Allocation Model Portfolios ,[object Object],[object Object],[object Object],[object Object]
Aggressive Moderate Aggressive Moderate Asset Allocation Portfolios
Moderate Conservative Conservative Asset Allocation Portfolios

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Tag Benefit Advisors: 401K Recommendations

  • 1. TAG Benefit Advisors, LLC Investment Recommendations for the 401(k) Advantage,LLC Retirement Solution
  • 2.
  • 3.
  • 4.
  • 5. Investment Style Exposure Domestic Equity The recommended managers comprehensively cover all of the important domestic equity sub-asset styles. A truly diversified investment menu provides important diversification benefits. Small Cap Growth Vanguard Explorer Small Cap Value Royce Low-Priced Stock Mid Cap Growth Artisan Mid Cap Growth Mid Cap Value Janus Mid Cap Value Large Growth American Funds Growth Fund of America Large Blend Vanguard 500 Index Large Value Schwab Large Cap Value (managed by Dodge & Cox)
  • 6. Investment Risk and Return Risk Return General investment principles hold that an investor should be rewarded with a higher return for every incremental amount of risk undertaken. As can be seen from this chart, over long time periods, fixed income investments generally offer low risk and return, while equity investments generally offer higher levels of risk and return. Schwab Stable Value Pimco Real Return Pimco Total Return Schwab Large Cap Value (Dodge & Cox) Vanguard 500 Index Growth Fund of America Causeway International Value Janus Mid Cap Value EuroPacific Growth Artisan Mid Cap Low High Low High Royce Low-Priced Stock Vanguard Explorer
  • 7.
  • 8.
  • 9.
  • 10. Historical Investment Returns Recommended funds are listed in blue while the corresponding index is listed in black. The indices are unmanaged and it is not possible to invest directly in an index. Past performance does not guarantee similar future results. All assets are exposed to ordinary market risks specific to their respective asset class. Underlying data has been obtained from, or is based on, sources believed to be reliable, but no representation is made by Tisue Advisory Group as to their completeness or accuracy.
  • 11. Historical Investment Returns Recommended funds are listed in blue while the corresponding index is listed in black. The indices are unmanaged and it is not possible to invest directly in an index. Past performance does not guarantee similar future results. All assets are exposed to ordinary market risks specific to their respective asset class.
  • 12.
  • 13. Aggressive Moderate Aggressive Moderate Asset Allocation Portfolios
  • 14. Moderate Conservative Conservative Asset Allocation Portfolios