Features

Simplicity

Each of the various asset allocation strategies you choose are held within a single I-Series Account.

Risk Management

Automatic rebalancing keeps your portfolio in line with your investment objectives.

Professional Investment Management

Your portfolio is managed by TFA, a firm with over two decades of experience.

Diversification

I-Series Model Portfolios provide you with broad diversification options, all depending on the level of risk you want to take.

With I-Series Model Portfolios, you receive:

  • Online monthly custodial statements, showing your monthly account activity and holdings.
  • Access to online account viewing, so you can see your portfolio anytime, anywhere.
  • Online performance reporting, allowing you to track the progress of your portfolio.