Strategists and Investment Managers

Connecting advisors to investment managers.

InvestLink provides advisors with access to the industry's top investment managers to create mutually beneficial relationships with plan participants. By using third-party investment managers, advisors eliminate the responsibility of ongoing portfolio management, rebalancing, performance reporting, billing, and collection of management fees. These duties are performed by Aspire and the investment manager. Advisors can select the most appropriate investment manager for their clients, monitoring the performance of the investment manager and managing the relationship between their client and the investment manager.


Aspire Partnerships


Efficient Market Advisors, LLC is the Investment Advisor to the Efficient Market Portfolios™ account. Efficient Market Portfolios accounts provide investors with an account that seeks to maximize investment performance given the investor's time horizon and willingness to accept risk. The Efficient Market Portfolios account is offered exclusively through qualified financial advisors and Efficient Market Advisors, LLC. Founded in 2004 for the sole purpose of managing ETF-based separate accounts, EMA boasts one of the longest pure ETF track records in the investment management industry. EMA’s investment philosophy emphasizes top-down, macroeconomic research in creating an active asset allocation strategy. This strategy is implemented through 15 unique time- and risk-based portfolios.

For more information about Efficient Market Advisors

Call 1.888.327.4600
Visit www.efficient-portfolios.com


Emerald Allocation Strategies, LLC (Emerald) offers a series of diversified, multi-strategy investment solutions to wealth managers, institutions and retirement plan sponsors. Emerald believes the traditional long-only, “style-box” approach to asset allocation has its limits. They also believe that there is a “Bull” in almost every market, and their job is to find it. 

Emerald employs a flexible investment style with a strict risk discipline. They diversify across multiple asset classes, yet also hedge their portfolios as they see fit, always striving to reduce volatility, minimize losses and generate a more consistent return stream. Their objective is to deliver strong risk-adjusted returns with low to modest correlation to the equity markets. By doing so, they strive to navigate effectively through all market environments.

Emerald offers several investment models to accommodate different risk levels. While each model is distinct, they are each driven by Emerald’s #1 goal: Provide sustainable investment solutions that may serve as valuable core holdings for nearly any portfolio, large or small. 

For more information about Emerald Allocation Strategies 
Call 1.954.385.6492
Visit www.emeraldeas.com
IRON Financial (IRON) is an independent asset manager serving a diverse universe of financial intermediaries and institutions. For over 16 years they have prided themselves on the integrity, independence and innovation that continue to earn them the trust and confidence of their clients. With a focus on low-cost, innovative, risk-mitigation strategies, IRON manages investment portfolios across core and alternative asset classes, and provides comprehensive solutions to the qualified retirement plan marketplace. IRON financial offers 3(38) Co-Fiduciary services to best fit both the company and the participants’ needs. With IRON, retirement plans can have a platform that meets the demands of the company and the employees.

IRON Added Value:

  • Independent investment selection, monitoring and replacement in accordance with the plan Investment Policy Statement
  • Communication with the broker of record and plan sponsor from the point of sale forward
  • Quarterly newsletter with educational materials and plan investment performance, if requested

Their professionals have decades of experience in the investment management, qualified plan and financial services industries. To ensure a superior client experience, IRON has vertically integrated a full complement of administrative and back-office shared support services, as well as functional capabilities including operations, finance, technology, legal, compliance and facilities.

For more information about IRON Financial
Call 1.866.396.4766
Visit www.ironfinancial.com


Lindner Capital Advisors is an innovative asset manager blending 21st-century investment alternatives into traditional Modern Portfolio Theory-based portfolios.
  • Providing asset management solutions for over 14 years
  • Assumes fiduciary responsibility for discretionary portfolios
  • Combines the best of Dimensional Fund Advisors (DFA) and other exclusive institutional asset managers, e.g., Goldman Sachs and PIMCO
  • Monthly Market Barometer for economic insight
  • Seven Retirement Portfolios
  • Low-correlating alternatives for eligible plans

For more information about Lindner Capital Advisors
Call 1.800.229.4306
Visit www.lcaus.com/aspire


Loring Ward offers an innovative Structured Investing Turnkey Portfolio Management Program. Traditional investment management is usually focused on individual stocks and mutual funds. But Loring Ward believes investors are best served by a comprehensive, portfolio-based approach built around their Structured Investing philosophy and grounded in the advantages of the low-cost institutional funds offered through their relationship with Dimensional. Loring Ward's portfolio management capabilities incorporate a unique client profiling method with systematic mapping logic to match each client with a suitable, diversified portfolio. Portfolios are constructed layer by layer based on investor risk tolerance, preferences and other behavioral considerations. Loring Ward has worked closely with experts in behavioral finance theory in developing this process. They offer a number of tools and resources that make portfolio management quick and easy, as well as the advice and guidance of a team of experienced portfolio analysts.

For more information about Loring Ward

Call 1.800.366.7266
Visit www.loringward.com


Morningstar

®

, Inc. 
is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Their mission is to create great products that help investors reach their financial goals. Morningstar offers an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients.

Morningstar Investment Services (MIS) offers five portfolios designed to achieve specific return objectives within controlled risk parameters to match a spectrum of investment objectives. MIS's Asset Allocation portfolios are strategically built to meet different investment time horizons and risk levels. An appropriate framework is determined for each portfolio using several optimization and portfolio construction techniques to achieve long-term risk and return objectives through diversification among asset classes. 

For more information about Morningstar

Call 1.877.626.3228
Visit www.aspireMMPS.com


OBS Financial Services, Inc. is a Registered Investment Advisor offering portfolios constructed in accordance with Modern Portfolio Theory. By adhering to a system of investing based on the science of the capital markets and thereby eliminating the emotional pursuit of trying to beat the market, they provide cost-effective investment solutions that provide consistent, scientifically proven returns with a focus on efficiency. They offer distinct portfolios across a range of investment objectives and risk parameters. These portfolios are constructed utilizing a structured/asset class approach to investing that combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance. 

For more information about OBS Financial Services

Call 1.800.381.5065
Visit www.epicenterq.com


Portfolio Strategies has been an SEC-registered investment adviser since 1982. Their approach to managing participant accounts emphasizes two themes: active management and strategy diversification. Every decision made by Portfolio Strategies is influenced by their belief in the necessity of risk management. This means, in essence, that while they seek to consistently provide the best returns possible, their primary concern is in preserving their clients’ principal. Risk management is about balancing the objectives of preservation and growth. It is a course that requires discipline and focus. Their six Guardian Portfolios reflect a strong emphasis on diversification using active management techniques. Each portfolio may consist of up to seven independent strategies. The result is diversified, actively managed portfolios that seek to eliminate emotion, reduce volatility, and add consistent performance.

For more information about Portfolio Strategies
Call 1.800.959.2001
Visit www.portstrat.com


Rehmann Retirement Builders acts as your trusted advisor on every aspect of plan design, construction, and implementation. Having the right plan design is crucial to the success of your program. Whether you are a for-profit or non-profit organization, they design all types of qualified and non-qualified plans based on your unique demographics and goals. They can assist in selecting the proper elements and combining them to create the plan that satisfies the goals of your organization.

  • Potentially reduce plan administrative costs
  • Help reduce employer fiduciary liability
  • Make participant educational and enrollment meetings more effective
  • Allow each participant to create and maintain a diversified portfolio
  • Reduce investor market timing and mistakes
  • Monitor each account for duplication of holdings
  • Monitor each account for style drift

For more information about Rehmann Retirement Builders
Call 1.866.799.9580
Visit www.rehmannfinancial.com


Savant Capital Management is a fee-only wealth management firm committed to helping individuals and institutions preserve their hard-earned capital and pursue steady, wise growth. For over 25 years, their team of professionals has provided specialized financial planning, disciplined investment management, and integrated wealth management in order to help you work toward maximizing your assets, enhancing your quality of life, and realizing personal and financial goals.

Savant has received significant local and national recognition. Their hard work and commitment to provide the best service and value to clients has earned them recognition by such national publications as Chicago magazine, Barron'sWorth/Robb ReportForbes, Medical EconomicsBusinessWeek,Bloomberg/Wealth Manager/AdvisorOne, Inc., CPA Wealth Provider, Financial AdvisorInvestmentNewsand The Family Wealth Alliance. Additionally, The Centre for Fiduciary Excellence (CEFEX) has recognized Savant as a Certified Investment Steward and a Certified Investment Advisor. These designations confirm that Savant’s fiduciary processes have been audited by an independent global assessment and certification organization to be in compliance with global best practices.

Learn about Savant’s portfolio models by clicking here for an overview or by selecting an investment style:
Very Conservative | Conservative | Moderate | Growth | Global All-Stock | Global All-Fixed Income

For more information about Savant Capital Management
Call 1.866.489.0500
Visit www.savantcapital.com


Trademark Capital has been steadfast in holding true to its core principle since its inception in 1995: effectively managing risk. Trademark Capital’s investment style stems from the quantitative model developed by Trademark partner Don Beasley. Mr. Beasley co-founded Personal Mutual Fund Management (currently Stadion Money Management) and presided over that firm’s investment management success for many years. Data-driven, the Trademark model quantifies risk through a methodology independent of individual decision-making, resulting in a disciplined, rules-based process with a tactical style and focus on risk-mitigation.As an independent asset manager, Trademark Capital provides retirement plan advisors a range of solutions:
  • Trademark Capital Target Retirement Funds. Trademark offers a series of five age-based target date funds with active risk-management. Trademark has teamed with Wilshire Associates (Wilshire©) to introduce these unique funds based on their proprietary glide-path methodology. These funds provide downside protection through a risk-management overlay designed to protect an increasing percentage of participant account balances as they approach retirement—providing participants, and you, greater peace of mind during the critical years immediately preceding retirement. These Collective Investment Funds are sponsored by Hand Benefit & Trust Company.
  • Trademark Capital 3(38) Fiduciary Services. While fiduciary services are designed to help plan sponsors mitigate risk, these services also help you gain operational efficiency by outsourcing some of your work flow—Trademark will create fund menus, develop and monitor Investment Policy Statements, conduct fund research, monitor and replace funds as needed, and issue quarterly monitoring reports. Trademark’s turnkey administrative and back-office support enables you to best serve more plans. Trademark provides these services at no additional cost when the Trademark Capital Target Retirement Funds are included in the plan fund menu.

For more information about Trademark Capital
Call 1.800.808.8960
Visit www.TrademarkCapital.com


Verity Asset Management employs a broad tactical asset allocation methodology to build portfolios within the context of prevailing market trends. The asset class composition of Verity's managed strategies is designed to adapt to changing conditions in an effort to seek opportunity and to manage risk. Their investment committee works to identify developing trends and asset classes that appear undervalued relative to historical norms—creating opportunities for growth. To assure effective diversification, they also consider correlation characteristics over time. Technical analysis helps guide entry and exit points for specific positions, particularly in securities where greater volatility is a consideration. Due to the potentially changing mix of asset classes used over time, their strategies are not designed to correlate to the performance of any single benchmark index. Instead, investment policy is guided by the desire to participate in market gains while concurrently limiting the risks that could prove harmful to long-term performance objectives. 

Verity Asset Management invites you to learn more about their investment strategies. Please consult their Investment Strategy Selection Guide to help you determine which strategy is most appropriate for your individual circumstance and tolerance for risk. At Verity, they strive to deliver meaningful results over time to every investor with your personal success in mind. 

For more information about Verity Asset Management

Call 1.800.247.6717
Visit www.verityinvest.com


CLS Investments, LLC (CLS) is a professional money management firm and an SEC-registered investment adviser. CLS partners with financial representatives, retirement plan sponsors and many other financial professionals to help individual investors achieve their financial goals.

CLS believes risk budgeting is a critical element in crafting client portfolios. Risk budgeting keeps the level of risk within a portfolio constant, even as conditions within the investment environment change. Each client’s risk budget is determined according to his or her personal financial goals, capacity for risk, and investment time horizon. After a portfolio’s risk budget has been assigned, that risk cannot be overspent or underused. 

About CLS:

  • One of the largest independent third-party money managers in the United States
  • Employs an experienced team of portfolio managers and analysts, including five who hold the Chartered Financial Analyst designation
  • Offers a (k)Star open-architecture qualified plan program with an extensive menu of active investment strategies specializing in risk budgeting
  • Offers a protection strategy for qualified plan participants who are nearing retirement
  • Assists with employer fiduciary liability
  • Provides enrollment support through 12 wholesalers across the U.S.
  • Engages in regular written and video communication with participants about the economy and CLS’s portfolios
  • Performs daily portfolio monitoring
  • Maintains a 20-year track record as a third-party manager
  • Offers the monthly Practice Management Webinar Series to help you build your business and stay abreast of industry topics and best practices

For more information about CLS Investments
Call 1.888.455.4244
Visit www.clsinvest.com


Clark Capital Management Group is an independent fee-only wealth management firm offering sophisticated investment solutions and institutional-quality management to wealth advisors and their clients for over 25 years. The firm’s objective is to provide superior risk-adjusted returns through a process focused on meaningful diversification, risk management, opportunistic asset allocation and long- term investment performance. 

Clark Capital is recognized in the 401(k) community for their ability to help advisors win retirement business with solutions that aim to manage risk at both the participant and plan sponsor level. Participant risk is managed with their innovative Navigator asset allocation solutions while plan sponsor risk is mitigated with QDIA capabilities and 3(38) Co-Fiduciary services, which are offered at no additional cost when their portfolios are included in the line-up. 

The firm’s Navigator 401(k) Solutions are designed to provide plan sponsors with a range of professionally managed solutions that make it possible for plan participants to invest with confidence as they move toward their retirement goals. These innovative investment options provide meaningful diversification, incorporate multiple asset classes and best-of-breed institutional managers together with alternative and international investments optimized to meet the client’s long-term needs and goals whether markets go up or down.

Please contact Clark Capital to learn more about how they can help you differentiate yourself and grow your practice. 

For more information about Clark Capital

Call 1.800.766.2264
Visit www.ccmg.com/Solutions/401k.aspx


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