Americans Retirement Counselors

Our Counselors are available from the beginning of your journey and throughout your experiences. They are available for ad-hoc video conversations, chatting or telephonic conversations. They can share with your website session with you to aid in any issues you need to complete your customer journey workflow. Although, counselors are not financial advisors, they are trained on all aspects of our technologies. They will be able to guide you to the functionality investors need to utilize or even customize the user’s experience. They are there to ensure our members have the best experience interacting with all the tools and technology provided.

Personal Pension Consultants

Our Consultants are highly trained and certified professionals in the field of financial planning. Many have Designations like “Certified Financial Planner” or “Chartered Financial Consultant” that validate their education and continued dedication to assisting clients achieve their goals. Members can be assured that our consultants are in good standing with their respective associations. Although the Personal Pension Consultants may have various backgrounds they all decided to attain specialized education and proficiency in financial modeling for personal pension fund management. They have earned the “Certified Personal Pension Analyst” designation, so they can offer ‘Best in Class’ financial modeling for our members.

Investment Managers

Our Investment Managers are all registered investment advisors with the Securities Exchange Commissions. Unlike many other investment paradigms, our investment managers concentrate their focus only on the investments selected in their portfolio models. The build ‘Postures’ for each of their portfolio models that provide the disciplines implemented for securities allocated within each asset class.

Customer Journey

• Risk Assessmenet Biztalk
• Open an Account
• Monitor a Portfolio Model
• Explore Portfolio Models
• Explore Portfolio Model Managers
• Explore Personal Pension Specialists

Constant Refactoring

Dimensional Data

Financial Modeling