MasteryPOINT/Newkirk and MasteryPOINT Advisory Service, LLC have partnered to
provide the MasteryPOINT Advisor investment advice system.
Advice Plus! utilizes MasteryPOINT's proven portfolio optimization and Monte Carlo
simulation engines to provide fund-specific advice for plan participants.
Advice Plus! provides:
- Sophisticated analysis of plan and non-plan assets.
- Optimized portfolios which create the highest returning investment mix at a given risk level.
- Monte Carlo simulation to generate a probability of each participant reaching his or her goals.
- Fund specific plan recommendations for each participant.
- Connectivity to record-keepers to pre-populate plan data and capture deferral and investment election changes.
MasteryPOINT Advisory Service LLC ADV Form (Part I)
MasteryPOINT Advisory Service LLC ADV Form (Part II)
MasteryPOINT Advice Participant Agreement
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