Understanding Guideline's managed portfolios

When you first enroll in your Guideline 401(k), you’ll be asked to tell us when you plan to retire and how comfortable you are with investment risk so we can recommend a suitable investment portfolio. You may select our recommended portfolio, or any of our other professional managed portfolios at no additional cost.

If you are an experienced investor or are working with your personal financial advisor, you can design your own custom portfolio from our fund lineup instead of selecting one of our managed portfolios.

Guideline offers six different managed investment portfolios, designed for investors with varying risk and retirement goals. The asset allocation of our portfolios range from aggressive to more conservative, with a target allocation suited to a combination of your age, estimated time horizon until retirement and your tolerance for investment risk.

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