E-Mail Us 1 855 621-9877
 

An IRA Platform for Traditional and Roth IRA’s

Our Platform was Created with These Goals in Mind

  • Industry Leading Performance by Industry Leading Money Managers
  • No Annual Fees; No Sales Charges; No Redemption Fees
  • Manage Assets According to Investor Risk
  • Investing Made Simple, Yet Comprehensive

Our Focus

  • Superior Fund Selection and Asset Allocation Methodology
  • Provide Competitive Cost Structure
  • Mitigate Market Volatility via Risk Managed Strategies
  • Make Investing Easy

Results are What We Deliver

  • Ongoing Asset Management Services, Including
    • Underlying Investment Selection and Monitoring
    • Replacement of Lagging Investments
    • Continual Asset Allocation Adjustments
    • Automatic Rebalancing
  • No Minimum Investment Required
  • Accept Future Contributions
  • Accept Rollovers

 


ADVANTAGES. FEATURES. FEES.

Asset Optimization: The asset allocation of the underlying holdings inside each RMS Fund is optimized to maximize potential return at varying degrees of volatility (risk).  The internal allocation of each Fund is structured in a manner that would be suitable for the risk tolerance described in the Fund’s name.  (Very Conservative, Conservative, Moderate, etc.)

Automatic Rebalancing: The underlying asset allocation inside each RMS Fund is re-balanced whenever the actual allocation percentage is +/- 10% of the original allocation percentage.

Efficient Investing: Each RMS Fund is an asset management service wrapped inside an open-end mutual fund designed to optimize performance at varying degrees of volatility.

No Additional Fees: The cost for maintaining your account is already included in the expense ratio of the investments.

On-line Access is available 24/7.

Powered by The E-Valuator Software

Empowering Advisors and Investors

The E-Valuator IRA Platform is powered by The E-Valuator Software, a web-based, investment analytical system that identifies top performing investments (Mutual funds and exchange traded funds – ETF’s) relative to their peers based on daily data imports provided by Morningstar, Inc.

The E-Valuator Software establishes a set of performance tolerance standards and applies these standards against the investment universe.

CARES Act & SECURE Act Disclosure Supplement – Important information for IRA Account owners.

RISK: There are risks involved with investing, including loss of principal. Current and future portfolio holdings are subject to risks as well. Diversification may not protect against market risk. There is no assurance the goals of the strategies discussed will be met. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from difference in generally accepted accounting in principles or from economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. Bonds and bond funds will decrease in value as interest rates rise. These and other risks are described more fully in the fund’s prospectus. CREDIT RISK: The issuer of a fixed income security may not be able to make interest and principal payments when due. The lower the credit rating of a security, the greater the risk of default on its obligation.

Investors should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. This and other information is contained in the Fund’s prospectus and summary prospectus, which may be obtained online or by calling 1-888-507-2798.

Please read the prospectus carefully before investing.