Industry Best Investment Options

Tired of paying retail prices on your investment options? You may only have $5,000 now, but with BenefitGuard you'll be treated like you have $5 million. You'll gain access to the world's largest and most exclusive mutual funds at wholesale prices, often just one-fifth the cost of retail mutual funds. These savings alone could result in 20% more money when you retire. Now that sounds like retirement!

Top Tier Institutional Funds

Diversified Asset Classes

  • US Large Cap Stocks
  • US Mid Cap Stocks
  • US Small Cap Stocks
  • International Stocks
  • Emerging Markets
  • Commodities

Prudently Managed Portfolios

(Use ours, or build your own!)
Conservative
Investors seeking current income and not concerned about increasing the value of the investments. Minimal fluctuation in market value is desired. The investor's time horizon could be 2 years with a one-year loss tolerance of up to 5%. BenefitGuard does not guarantee performance.
Income & Growth
Investors seeking current income and stability, with some increase in the value of their investments. The investor's time horizon could be at least 3 years with a one-year loss tolerance of up to 10%. BenefitGuard does not guarantee performance.
Moderate Growth
Longer-term investors seeking reasonable, but relatively stable, growth without need for current income. Some market fluctuations are tolerable, but less risk than the risk associated with the overall stock market. The investor's time horizon could be at least 5 years, with a one year loss tolerance of up to 15%. BenefitGuard does not guarantee performance.
Growth
Long-term investors seeking a good rate of growth with no need for current income. A fair amount of risk is acceptable, but not as much as if they invested exclusively in stocks. The investor's time horizon could be 5-7 years or more, with a one-year loss tolerance of up to 20%. BenefitGuard does not guarantee performance.
Aggressive Growth
Long-term investors seeking a high rate of growth with no need for current income. This investor type can tolerate wide fluctuations in market value, especially over the short-term, in exchange for a potentially high long-term return. The investor's time horizon should be 10 years or more, with a one-year loss tolerance of 20% or more. BenefitGuard does not guarantee performance.
Ready to get started? 15 second quote