Family Resource Home Care

Tactically Managed for You

• Are not confident in making investment decisions and want decisions made for you

• Are comfortable with someone making necessary adjustments for you made when risk levels change

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• Want your account reviewed and automatically have your investments reallocated to the most appropriate fund

• Prefer to see results without doing the work

Proprietary, Sustainable Retirement Strategy The ATArchitect is an optional patent-pending, sustainable retirement strategy that automatically and systematically understands participants’ financial needs, tracks their progress, and (re)allocates funds to their best path. It adjusts allocation among our five ATDynamic allocation funds based on personal characteristics, ATBlueprint ® calculations, and current market conditions. Participant accounts are reviewed each week and, if necessary, ATArchitect will automatically reallocate investments to the most appropriate fund. An Exclusive, Unbiased Process Age-only allocation models (ex. Lifestyle or Target Date funds) invests your money based on age alone and do not consider other factors which greatly impact decisions, and howmoney is only moved when during certain age ranges. It considers not only age, but other measurements from the ATBlueprint ® , including contributions, compensation, current balance, state of residency, other retirement accounts, Social Security, market conditions, and more. ATArchitect can also separate the current account balance and new contributions, and invest them differently based on market conditions and investment principles such as trend analysis and dollar cost averaging. This separation can have a significant impact on overall performance. The results are proven and astounding.

Click here for current ATArchitect results.