Investment Change Request

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3 DIFFERENT TYPES OF INVESTMENT OPTIONS

Your Investment Options

We offer (3) different ways to invest your money, ranging from turnkey total portfolio solutions to building a custom portfolio. You can submit your investment changes here or download the form Here.

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OPTION 1.

Quartz adaptcore portfoliO

The adaptCORE Portfolios are a total portfolio solution, no other investments are needed. They are managed based by our investment team based on your risk tolerance score and are designed make changes as either opportunities or risks present themselves.

OPTION 2.

Target Date Fund

Target Date Retirement Funds are a total portfolio solution, no other investments are needed. When selected we'll pick a fund with a target year based on your birthdate that is closest to the year of your anticipated retirement. As you approach your retirement "target date," the fund gradually reduces risk by changing the investments within the fund.

Option 3.

custom portfolio

As an alternative to Option 1. and Option 2. above, we can build a custom portfolio from the funds listed below. To select this option please fill out Option 3. below and make sure that your allocations add-up to 100%.

SUBMIT THIS FORM TO CHANGE YOUR INVESTMENTS

Investment Selection Form

To elect new investment allocations or change your existing investments, please select from one of the three investment options above and complete the form below, which also can be downloaded and printed Here.