4K Tools
ASPire Financial Services' platform provides advisors with the access to the industries top money managers, to create mutually beneficial relationship with plan participants. By using third-party money managers, advisors eliminate the responsibility of ongoing portfolio management, rebalancing, performance reporting or billing and collection of management fees - all are performed by ASPire and the money manager. You are responsible for selecting the most appropriate money manager for your client, monitoring the performance of the money manager and managing the relationship between your client and the money manager.
Money Managers
Iron Point Capital Management - As a leader in the 403b, 457 and 401k retirement plan industry since 1994, Iron Point Capital Management offers investors a wide variety of professionally managed, low-cost portfolios designed to help them achieve their long-term financial goals. Our philosophy is strategic asset allocation with a tactical overlay, which enables us to focus on the long term, while still taking advantage of short-term market opportunities. Using a disciplined, in-depth proprietary modeling process, we can develop portfolios that are appropriate for the client’s specific risk tolerance profile and investment objectives. Growth, protection and preservation of client assets are the ultimate goals at Iron Point Capital Management.

Iron Point Capital Management 866.822.9880
To learn more visit www.ironpointcapital.com
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. Our mission is to create great products that help investors reach their financial goals. We offer an extensive line of Internet, software, and print-based products for individual investors, financial advisors, and institutional clients.

Morningstar 877.626.3228
To learn more visit www.aspireMMPS.com
Loring Ward offers innovative Structured Investing Turnkey Portfolio Management Program. Traditional investment management is usually focused on individual stocks and mutual funds. But Loring Ward believes investors are best served by a comprehensive, portfolio-based approach built around our Structured Investing philosophy and grounded in the advantages of the low-cost institutional funds offered through our relationship with Dimensional. Our portfolio management capabilities incorporate a unique client profiling method with systematic mapping logic to match each client with a suitable, diversified portfolio. Portfolios are constructed layer by layer based on investor risk tolerance, preferences and other behavioral considerations. Loring Ward has worked closely with experts in behavioral finance theory in developing this process. We offer a number of tools and resources that make portfolio management quick and easy, as well as the advice and guidance of a team of experienced portfolio analysts.

Loring Ward 800.366.7266
To learn more visit www.loringward.com
Lindner Capital Advisors: An innovative asset manager blending 21st century investment alternatives into traditional Modern Portfolio Theory-based portfolios.

  • Providing asset management solutions for over 14 years
  • Assumes fiduciary responsibility for discretionary portfolios
  • Combines the best of Dimensional Fund Advisors (DFA) and other exclusive institutional asset managers, e.g., Goldman Sachs and PIMCO
  • Monthly Market Barometer for economic insight
  • Seven Retirement Portfolios
  • Low correlating alternatives for eligible plans

“Investing with Wisdom and Discipline”

Lindner Capital Advisors 800.229.4306
To learn more visit www.lcaus.com/aspire
Portfolio Strategies has been an SEC-registered investment adviser since 1982. Our approach to managing participant accounts emphasizes two themes: active management and strategy diversification. Every decision made by Portfolio Strategies is influenced by our belief in the necessity of risk management. This means, in essence, that while we seek to consistently provide the best returns possible, our primary concern is in preserving our clients’ principal. Risk management is about balancing the objectives of preservation and growth. It is a course that requires discipline and focus. Our six Guardian Portfolios reflect a strong emphasis on diversification using active management techniques. Each portfolio may consist of up to seven independent strategies. The result is diversified, actively managed portfolios that seek to eliminate emotion, reduce volatility, and add consistent performance.

Portfolio Strategies 800.959.2001
To learn more visit www.portstrat.com
Rehmann Retirement Builders acts as your trusted advisor on every aspect of plan design, construction, and implementation. Having the right plan design is crucial to the success of your program. Whether you are a for-profit or non-profit organization, we design all types of qualified and non-qualified plans based on your unique demographics and goals. We can assist in selecting the proper elements and combining them to create the plan that satisfies the goals of your organization.
  • Potentially reduce plan administrative costs
  • Help reduce employer fiduciary liability
  • Make participant educational and enrollment meetings more effective
  • Allow each participant to create and maintain a diversified portfolio
  • Reduce investor market timing and mistakes
  • Monitor each account for duplication of holdings
  • Monitor each account for style drift


Rehmann Retirement Builders 866.799.9580
To learn more visit www.rehmannfinancial.com