Managed portfolios
Start investing with a guide
We’ve created 6 different managed investment portfolios. Each one is diversified and aligns with a range of ages and risk tolerances so you select what works for you.
We’ve created 6 different managed investment portfolios. Each one is diversified and aligns with a range of ages and risk tolerances so you select what works for you.
Yes, each eligible employee will have access to their own personal Guideline dashboard, where they will be able to view the details of their retirement savings and choose how to invest.
When setting up their Guideline 401(k) account, they will be asked to complete a questionnaire which will then suggest one of six Guideline Managed Portfolios to them, ranging from conservative to aggressive. Alternatively, they can choose to build their own portfolio from our fund menu. They can change their deferral amounts and investment choices at any time.