401K GPS utilizes powerful, investment management tools designed specifically for the individual to help you take control of your retirement planning. Our proprietary system, known as Protactical™ Investment Management, combines proactive fundamental research and tactical relative strength signals with an emphasis on downside protection. This combination of proactive and tactical strategies will provide you with timely and specific quarterly investment recommendations based on your completed risk profile. Using our proprietary system and your plan’s fund options, we can determine and monitor your asset allocation and individual fund selection.
Our approach will also provide intra-quarter emergency alerts to protect your 401(k) account in a declining market by underweighting equities and increasing equity exposure once the market regains momentum. As you are aware, the market does not always react on a quarterly calendar schedule and unlike other 401K asset allocation services, we offer these valuable and timely intra-quarter alerts. Of course there is no guarantee that our signals will be correct every time; however, we will make every effort to protect you in down market cycles.
Based on our proprietary relative strength research, our signals provide clear market direction, eliminating the guesswork that goes into managing your 401(k) retirement assets.
For over a decade, the power of Protactical™ has been tested, refined and utilized by the seasoned investment team at Fortunatus Investments for their separately managed account models.
Our experienced investment advisors utilize a top-down approach to tactically assign the most favorable mutual funds in the appropriate asset classes available through your 401(k) plan.
Through our fundamental investment analysis, we identify the appropriate mutual funds best positioned for your risk profile and the current market environment.
Our proprietary relative strength and momentum research provides the 401K GPS investment team with critical market data to determine your appropriate investment asset allocation. Our quarterly tactical reviews and emergency intra-quarter signals are designed to provide downside protection and upside market participation for your 401(k) account.
Based on your risk profile and years to retirement, our Protactical™ approach recommends quarterly and emergency intra-quarter rebalancing strategies within each asset class to maintain your investment and retirement objectives.