Guardian Group of Funds today announced the launch of its new asset allocation product, GGOF Solutions. GGOF’s program offers five “Solutions” with five to nine underlying funds in each Solution, features a low minimum purchase amount of $500 and includes no additional fees over and above the fees associated with the underlying funds.
The product allows investors to select from among five fully diversified portfolios, each optimized for different levels of risk: GGOF Income Solution; GGOF Conservative Solution; GGOF Balanced Solution; GGOF Growth Solution and GGOF Aggressive Growth Solution.
Solutions also provides an investor profile questionnaire for investor profiling and an investment policy statement as a permanent record of the client investment strategy, manager selection and monitoring, portfolio monitoring and rebalancing, and regular client reporting.
“While investors are fortunate to have a wide range of investment products to choose from, the sheer volume of choices can be confusing. GGOF Solutions offers clients a comprehensive and personalized investing option that is simple to use,” said Harold Hillier, Chairman and CEO, GGOF. “Solutions is a logical extension of GGOF’s recognized capability in designing multi-asset class products that provide diversified income streams or offer lower risk exposure to traditionally volatile asset classes.”
“Advisors frequently mention the value of products that improve business productivity. GGOF Solutions is a tremendously simple product for advisors to explain and position with clients. It allows them to segment their service delivery, ensuring that all clients receive high quality service, while freeing advisor time for growing their business,” said John Boeckh, senior vp, marketing, GGOF. “GGOF Solutions also provides a host of tools for better managing client expectations, relationships and liability risk.”
New GGOF product simplifies the asset allocation process
"Solutions" portfolios contain five to nine underlying funds
- By: IE Staff
- July 24, 2006 July 24, 2006
- 11:25