Managed Accounts

The ProManage PROgram™ is our managed account service for defined contribution savings plans, including 401(k), 403(b) and 457 plans. The essence of our PROgram is that for Reluctant Investors – those participants who do not have the time, the knowledge or the desire to make their own investment decisions – we do it for them.

ProManage constructs portfolios for those participants who do not choose to make their own investment decisions. We use the investment fund choices available within the plan so that allocations are fully transparent and accessible to participants. Of course, we monitor the markets and the investment funds used to create those portfolios.