Investments
Investment Menu
Through our custodian partnerships, we’re able to offer the entire mutual fund and ETF universe, but it’s often overwhelming for participants when there are too many investment choices.
So we’ve prepared a sample mutual fund investment menu that keeps investing for retirement simple and inexpensive, while providing proper diversification and asset class coverage.
Equity Funds
U.S. Domestic Equities
Vanguard Total Stock Market Index Admiral Shares (VTSAX)
Vanguard Small Cap Index Fund Admiral Shares (VSMAX)
Vanguard Mid-Cap Value Index Fund Admiral Shares (VMVAX)
Real Estate
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
International Equities
Vanguard Total International Stock Index Fund Admiral Shares (VTIAX)
DFA International Small Company Portfolio (I) (DFISX)
Vanguard Emerging Markets Stock Index Fund Admiral Shares (VEMAX)
DFA Emerging Markets Small Cap (I) (DEMSX)
Fixed Income Funds
Total Bond Market
Vanguard Total Bond Market Index Admiral Shares (VBTLX)
Vanguard Small Short-Term Bond Index Fund Admiral Shares (VBIRX)
Government Bonds
DFA Intermediate Government (DFIGX)
Model Portfolios
To help make investing for retirement even easier, we offer asset allocation model portfolios that are professionally managed by our advisor team.
Balanced Income
50% Equities
50% Fixed Income
Moderate
60% Equities
40% Fixed Income
Moderate Growth
70% Equities
30% Fixed Income
Growth
80% Equities
20% Fixed Income
Aggressive Growth
90% Equities
10% Fixed Income
Strategic Allocation
Global Equity
0% Fixed Income
Fixed Income
100% Fixed Income