Compare the past risk and return of your current investments to the IFA Individualized Index Portfolio recommended at the end of your Risk Capacity Survey, the S&P 500 Simulated Index, or 20 other IFA indexes.
IFA's Retirement Plan Analyzer is a useful tool for helping investors get on track and stay there.
The larger the capacity for risk, the greater the expected returns. Expected returns are explained by Risk Capacity because capacity is directly linked to proper risk exposure, also referred to as asset allocation or investment policy. What’s your Risk Capacity? Find out right now when you take the simple 5-minute survey.
For all non-investment related account inquiries, including the following items, please call Ubiquity at the number listed below.
Ubiquity Participant service center 855-401-4357