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Guided Portfolio Services®

Help take the worry, confusion and uncertainty out of retirement planning.

Get your expert retirement analysis with GPS.

To select GPS, sign in to your account and select the ‘Learn About GPS’ button on your workspace.

Or, contact your financial professional! Not sure who to call? Give us a call at 1-877-246-4523.

Guided Portfolio Services (GPS) is a retirement planning program that delivers objective investment advice from independent financial expert Morningstar Investment Management LLC. Whether you are saving for — or already in — retirement, the comprehensive investment advice will help you answer the following questions: 

The GPS comprehensive investment advice will help you answer the following questions.

The advice you need, the way you want it

Your options 

Portfolio Advisor offers expert advice, including asset allocation, fund selection, retirement income projections, recommended savings rate and ongoing portfolio optimization.

Portfolio Manager is the managed account option that automatically implements the investment advice, provides ongoing portfolio monitoring and asset rebalancing, and updates your advice and retirement income forecast annually. It doesn’t get much easier.

Portfolio Advisor and Portfolio Manager Services

Investing involves risk, including the possible loss of principal. Investment values will fluctuate and there is no assurance that the objective of any fund will be achieved. Mutual fund shares are redeemable at the then-current net asset value, which may be more or less than their original cost. 

Your Future is Calling. Meet It with Confidence. 

Call 1-877-246-4523 or visit with your financial professional.