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.
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)
Vanguard Real Estate Index Fund Admiral Shares (VGSLX)
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)
DFA Intermediate Government (DFIGX)
To help make investing for retirement even easier, we offer asset allocation model portfolios that are professionally managed by our advisor team.
50% Fixed Income
40% Fixed Income
30% Fixed Income
20% Fixed Income
10% Fixed Income
0% Fixed Income
100% Fixed Income