 |
| Founded / AUM Location |
| 1957 / $29.9b (’19) Toronto, Canada |
| Asset Allocation |
| Strategic |
| Investment Management Philosophy |
| The AGF team’s objective is to capture leading growth companies in every investment cycle. Every stock the team holds is a buy each day, or it is sold. AGF uses an opportunistic bottom-up approach with the front-end quantitative screens to identify high-quality, growth companies that can successfully generate sustainable, above-average revenues, earnings and cash flow. |
| Investment Vehicle |
| Stocks |
| Models Available |
| Global Select U.S. Large Cap Growth Equity U.S. Small-Mid Cap Growth Equity |
BEST IN CLASS INVESTMENT SOLUTIONS OFFERED THROUGH PFS INVESTMENTS INC.
Mutual Funds
- American Century Investments
- American Funds
- Fidelity Advisors
- Franklin Templeton Investments
- Invesco
- MFS
- Putnam Investments
Annuities
- AIG
- Brighthouse Financial
- Equitable
- Lincoln Financial
529 Plans
- American Funds
- Fidelity Investments
- Franklin Templeton Investments
- Scholar’s Choice
401(k) Plans
- Aspire
- Equitable
- American Funds
- CUNA Mutual
- Fidelity Advisors
- Voya
- July Services Managed Account 401k and Solok
- July Services Cash Balance Plans
Managed Accounts: Primerica Advisors Lifetime Investment Platform
Focused on Client’s Lifecycle Needs: The Primerica Advisors Lifetime Investment Platform is designed to enable advisors to assist their clients in achieving goals throughout the client’s investable lifecycle. Advisors can assist clients through the accumulation, preservation and income distribution phases of their lives.
Access to Professional Asset Managers: The platform provides access to professional asset managers who have well-established track records in asset allocation and security selection, including exchange traded funds, mutual funds and individual stocks and bonds. Each asset manager was selected based on their people, philosophy, process and performance.
 |
| Founded / AUM Location |
| 1980 / $7b Waukesha, WI |
| Asset Allocation |
| Strategic |
| Investment Management Philosophy |
| Dana Investments Advisors are a domestic manager focusing on bottom up fundamental and quantitative analysis and emphasizing relative valuation and downside. |
| Investment Vehicle |
| Stocks, MF |
| Models Available |
| Catholic ESG Equity Social ESG Equity All Cap Equity ESG Asset Allocation Models |
|
| Founded / AUM Location |
| 1947 / $1.4T San Mateo, CA |
| Asset Allocation |
| Strategic |
| Investment Management Philosophy |
| Franklin Templeton Investment Solutions delivers disciplined and systematic solutions that address clients’ complex investment challenges. ClearBridge Investments is committed to long-term results through active management. Their investment process provides clients with equity-focused strategies. |
| Investment Vehicle |
| Franklin Templeton Investment Solutions: ETF MF ClearBridge: Stocks |
| Models Available |
| Franklin Templeton Investment Solutions: Strategic Real Return ClearBridge: Multi Cap Growth, Divided Income |
|
| Founded / AUM Location |
| 1995 / $5.4b Charlotte, NC |
| Asset Allocation |
| Tactical |
| Investment Management Philosophy |
| Horizon Investments is a global manager with focus on economic, fundamental and quantitative analysis. |
| Investment Vehicle |
| ETF |
| Models Available |
| Active Risk Assist Real Spend |
|
| Founded / AUM Location |
| 1935 / $1.2T Atlanta, GA |
| Asset Allocation |
| Strategic |
| Investment Management Philosophy |
| Invesco focuses on long-term strategic asset allocation, diversification and risk adjustment. |
| Investment Vehicle |
| ETF |
| Models Available |
| Strategic Balanced Smart Beta US Equity Smart Beta Global Equity |
|
| Founded / AUM Location |
| 1995 / $8b Philadelphia, PA |
| Asset Allocation |
| Strategic |
| Investment Management Philosophy |
| Lockwood is a global macromanager providing long-term strategic asset allocation and downside risk management. |
| Investment Vehicle |
| ETF/MF |
| Models Available |
| 100% Equity 80% / 60%/ 40%/ 20% Equity Models |
|
| Founded / AUM Location |
| 1974 / $25b Columbus, OH |
| Asset Allocation |
| Tactical |
| Investment Management Philosophy |
| Meeder manages tactical strategies using a systematic, multi-disciplined and multi-factored approach to make data-driven allocation changes that focus on downside protection. |
| Investment Vehicle |
| MF |
| Models Available |
| 80% / 60% / 40% / 20% Equity Models |
|
| Founded / AUM Location |
| 2001 / $11.1b Chicago, IL |
| Asset Allocation |
| Strategic |
| Investment Management Philosophy |
| Morningstar focuses on valuation-driven asset allocation with a contrarian mindset, independent investment selection and holistic portfolio. |
| Investment Vehicle |
| MF |
| Models Available |
| 100% / 80% / 40% / 20% Equity Models Retirement Income Models |
|
| Founded / AUM Location |
| 1968 / $4.8b Los Angeles, CA |
| Asset Allocation |
| Strategic |
| Investment Management Philosophy |
| Genter manages with a bottom-up, value driven process focusing on qualified dividends. They seek to reduce volatility and downside risk relative to benchmark. |
| Investment Vehicle |
| Stocks |
| Models Available |
| Dividend Income Equity |
|
| Founded / AUM Location |
| 1996 / $14.6b Austin, TX |
| Asset Allocation |
| Tactical |
| Investment Management Philosophy |
| Sage is a global macromanager providing fundamental, relative evaluation and technical analysis. |
| Investment Vehicle |
| ETF |
| Models Available |
| ESG Global Equity 100% / 80% / 40% / 20% Equity Models Multi Asset Income |
|
| Founded / AUM Location |
| 1947 / $1.4T San Mateo, CA |
| Asset Allocation |
| Strategic |
| Investment Management Philosophy |
| Western Asset Management focuses on long-term fundamental value investing that employs a top-down, bottom-up approach. Each of its products are supported by robust risk management and intensive proprietary research. |
| Investment Vehicle |
| Bonds |
| Models Available |
| GSM7 |
|
| Founded / AUM Location |
| 1935 / $1.2T Atlanta, GA |
| Asset Allocation |
| Strategic |
| Investment Management Philosophy |
| This strategy seeks to deliver an attractive yield by offering access to a diversified set of fixed income classes through a strategic allocation to core yield exchange traded funds. Smart Beta ETFs are one type of investment exposure used to deliver factor exposure. |
| Investment Vehicle |
| ETF |
| Models Available |
| Smart Beta Income |
|
| Founded / AUM Location |
| 1968 / $4.8b Los Angeles, CA |
| Asset Allocation |
| Strategic |
| Investment Management Philosophy |
| Genter’s TQI strategy is focused on providing high quality government and corporate bonds. Genter uses a set of criteria for maturity and credit parameters to identify bonds worthy of investment. Instead of forecasting interest rate changes, Genter’s team selects individually strong credits with an advantageous balance of risk and reward. |
| Investment Vehicle |
| Bonds |
| Models Available |
| Taxable Quality Intermediate |
|
| Founded / AUM Location |
| 1996 / $14.6b Austin, TX |
| Asset Allocation |
| Tactical |
| Investment Management Philosophy |
| Sage’s fixed income solutions include both taxable and tax-exempt strategies that serve clients’ needs across the maturity spectrum. Sage also builds custom fixed income strategies designed to help our liability-focused clients efficiently accomplish their unique goals and objectives. |
| Investment Vehicle |
| ETF |
| Models Available |
| ESG Core Plus Fixed Income Core Plus Fixed Multi Asset Income |
TAX MANAGED OFFERINGS
The below descriptions are the types of Tax-Managed Offerings Available. These offerings are available for Non-Qualified Account Registrations.
Tax-Exempt
These strategies are focused on generating tax-exempt income through direct ownership of municipal bonds, or through ownership of Exchanged Traded Funds that hold municipal bonds.
Tax-Aware
These strategies invest in mutual funds that seek to reduce capital gains tax exposure by limiting turnover of equity securities and reduce income taxes through municipal bond holdings.
Tax Loss Harvesting
Managers will actively monitor gains and losses associated with individual stocks and will harvest losses (sell) to offset gains and limit capital gains taxes.
|
| Founded / AUM Location |
| 1980 / $7b Waukesha, WI |
| Asset Allocation |
| Tax Exempt / Strategic |
| Investment Management Philosophy |
| This strategy seeks to deliver attractive tax-free income with a focus on managing both quality and duration risk. The team believes a well-diversified portfolio should contain high quality, tax-efficient, fixed income investments. This Municipal Bond ETF strategy is designed to deliver attractive after-tax yield while limiting portfolio volatility. |
| Investment Vehicle |
| ETF |
| Models Available |
| Tax Exempt Municipal Bond ETF |
|
| Founded / AUM Location |
| 1947 / $1.4T San Mateo, CA |
| Asset Allocation |
| Tax Exempt / Strategic |
| Investment Management Philosophy |
| Western Asset Management focuses on long-term fundamental value investing that employs a top-down, bottom-up approach. Each of its products are supported by robust risk management and intensive proprietary research. |
| Investment Vehicle |
| Bonds |
| Models Available |
| Municipal Bond Ladders (CA and NY Specific Ladders Available) |
|
| Founded / AUM Location |
| 1995 / $8b Philadelphia, PA |
| Asset Allocation |
| Tax Aware / Strategic |
| Investment Management Philosophy |
| Each portfolio is constructed according to the macroeconomic outlook of Lockwood. This strategy seeks to generate risk-adjusted returns over a full market cycle. In order to achieve this, the strategy invests in diversified assets (via mutual funds and/or ETFs). |
| Investment Vehicle |
| ETF/MF |
| Models Available |
| Tax Aware Asset Allocation Models |
|
| Founded / AUM Location |
| 1974 / $25b Columbus, OH |
| Asset Allocation |
| Tax Loss Harvesting |
| Investment Management Philosophy |
| Meeder Tax Managed Strategy is a customized managed account for each client’s personal goals with a focus on risk management, investment selection, and tax efficiency. |
| Investment Vehicle |
| MF |
| Models Available |
| Tax Managed Asset Allocation Models |
|
| Founded / AUM Location |
| 2001 / $11.1b Chicago, IL |
| Asset Allocation |
| Tax Aware / Strategic |
| Investment Management Philosophy |
| Morningstar focuses on valuation-driven asset allocation with a contrarian mindset, independent investment selection and holistic portfolio. |
| Investment Vehicle |
| MF |
| Models Available |
| Tax Sensitive Asset Allocation Models |
|
| Founded / AUM Location |
| 1968 / $4.8b Los Angeles, CA |
| Asset Allocation |
| Tax Exempt / Strategic |
| Investment Management Philosophy |
| Genter’s Muni Bond Ladder is focused on providing high quality municipal bonds. Genter uses a set of criteria for maturity and credit parameters to identify bonds worthy of investment. Instead of forecasting interest rate changes, Genter’s team selects individually strong credits with an advantageous balance of risk and reward. |
| Investment Vehicle |
| Bonds |
| Models Available |
| Municipal Bond Ladders (CA and NY Specific Ladders Available) |
|
| Founded / AUM Location |
| 1996 / $14.6b Austin, TX |
| Asset Allocation |
| Tax Aware / Tactical |
| Investment Management Philosophy |
| Sage’s fixed income solutions include both taxable and tax-exempt strategies that serve clients’ needs across the maturity spectrum. Sage also builds custom fixed income strategies designed to help our clients efficiently accomplish their unique goals and objectives. |
| Investment Vehicle |
| ETF |
| Models Available |
| Tax Aware Multi Asset Income |
Learn More About us
Rodney Griess is affiliated with Primerica, and offer products and services through Primerica subsidiaries, including Primerica Life Insurance Company and PFS Investments Inc.
A Primerica representative’s ability to offer products and services is based on the licenses held by the individual, and the states in which the individual is registered. Not all representatives are authorized to sell all products and services. For additional information about a representative, including licenses and state registrations, please visit www.BrokerCheck.com.
PFS Investments Inc. (PFSI) offers both brokerage and advisory accounts. Representatives do not have investment discretion over any client account or assets. For additional information about the products and services available in brokerage and advisory accounts, including fees, expenses and the compensation received by PFSI and your representative, please review a copy of our Form CRS, Form ADV brochure and our informational brochure, Investing with Primerica, available from your representative and online at www.primerica.com/pfsidisclosures.
Securities offered by PFS Investments Inc. (PFSI), 1 Primerica Parkway, Duluth, Georgia 30099-0001, a broker-dealer and investment adviser registered with the Securities & Exchange Commission (SEC), a member of the Financial Regulatory Authority (FINRA) [www.finra.org] and a member of the Securities Investors Protection Corporation (SIPC) [www.sipc.com]. PFSI’s advisory business is conducted under the name Primerica Advisors. Fixed indexed annuities are offered by Primerica Financial Services, LLC (PFS). PFSI, PFS and Primerica Inc. are affiliated companies.
The Lifetime Investment Platform is an advisory program sponsored by Primerica Advisors. For additional information about Primerica Advisors, please ask your representative for a copy of the Lifetime Investment Platform Form ADV brochure.
Investors should carefully consider the investment objectives, risks, charges, fees and expenses of any mutual fund before investing. This and other important information can be found in the fund’s prospectus and, if available, the summary prospectus. Please read the prospectus and, if available, the summary prospectus carefully before investing. Prospectuses are available from your Primerica representative.
Primerica representatives are not financial or estate planners, or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
This material is for informational purposes only and should not be considered investment advice or a recommendation to buy, sell or hold a security.
Investing entails risk including loss of principal. Past performance is no guarantee of future results.