The program is optional if you elect to participate, MGO will act as your investment advisor for a nominal fee.

In the program, we provide advice on the allocation mixes that best match your current situation and goals. We actively manage your account, monitoring investments and the market, rebalancing and transferring funds as needed to keep portfolios in-line with their objective.

Signing up is easy. Begin by completing an investor profile that helps us match you to an appropriate portfolio – generally based upon time horizon and your willingness/desire to accept risk. Once enrolled, we manage your account to help optimize performance within the parameters set by your investment profiles. We stay engaged with you along the way, regularly communicating account performance and any changes we make. Finally, we help you assess when your investment strategy needs to change to remain in sync with your timeframe for saving for retirement.