Appleton Group provides an important service to retirement plan participants that the vast majority of other advisors just don’t, and that’s our flexible allocation strategy that automatically adjusts how you’re invested based on current market conditions. In rising markets, you’ll automatically have more exposure to growth assets. In falling markets we automatically adjust how you’re invested to reduce your exposure to the markets and to become more defensive. That’s it in a nutshell, we’ve been managing participant assets using this strategy for more than 20 years, and I highly recommend you watch our “Beginner’s Guide to Flexible Strategies” or to talk with one of our personal advisors to learn more about how they work.
Right now, I’m going to show you how easy it is to open your PCRA, how to link it into Appleton Group, and how to transfer assets into the account to be managed in one of our flexible strategies.
