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Personal Strategy™

Investment methodology

Our investment methodology is built upon sector and style weighting, risk minimization and tax optimization. We’ll build a personalized portfolio based on your unique situation and goals. 

Learn more about our investment strategies

A sound approach

Retirement planning

We’ll help you plan your financial future by using our Retirement Planner to identify the optimal approach to meet your financial needs.

Portfolio strategy

We’ll tailor your portfolio strategy to your specific financial situation and to your level of risk tolerance.

Investment planning

We’ll work with you to build an investment plan that is both cost and tax-efficient.

How we invest 

We’ve improved upon the traditional index approach with our award-winning technology, giving you a personalized portfolio strategy and a team of advisors to execute it.

Investment committee

The investment committee is dedicated to constructing and maintaining strategic investment portfolios. This process includes portfolio construction, security selection, portfolio monitoring and trade oversight. The committee combines expertise and decades of experience to build a wide range of portfolios designed to help clients like you meet their financial goals.

Advisory services are provided for a fee by Empower Advisory Group, LLC (“EAG”). EAG is a registered investment adviser with the Securities and Exchange Commission (“SEC”) and subsidiary of Empower Annuity Insurance Company of America. Registration does not imply a certain level of skill or training. Investing involves risk. Past performance is not indicative of future returns. You may lose money. All visuals are illustrative only. Actors are not EAG clients.