American Funds Retirement Income Portfolio Series

These models seek to support varying withdrawal rate ranges and risk tolerances while maintaining as much of an investor’s initial investment as possible. The portfolios are designed to be a part of a broadly diversified retirement income portfolio and provide:

Choice among three models and risk profiles

- Retirement Income, Conservative (Profile 1)
- Retirement Income, Moderate (Profile 2)
- Retirement Income, Enhanced (Profile 3)

Accessibility at a $25k minimum investment
Active management by American Funds’ Portfolio Solutions Committee

Resources

Strategy Overview
Portfolio Fit

Dorsey Wright Tactical Fixed Income

Clients look to you for diversified portfolios that offer built-in resilience as their financial needs change. Deliver a fixed income strategy that is designed to provide total return and capital preservation:

Broad fixed income exposure and diversification with low-cost ETFs for total return
Continuous investment in government bonds for capital preservation
Profile 2
$25,000 minimum investment

Resources

Strategy Overview
Portfolio Fit

PIMCO Tactical Income Focus

Income is essential for many clients. Look to a time-tested investment manager to help them through changing interest rate environments. Rely on PIMCO’s experience and fixed income expertise to deliver attractive yields with this solution, only at AssetMark:

Access to PIMCO’s forward-focused process and sophisticated risk management
Diversified portfolio of actively managed PIMCO fixed income funds
Strategy that seeks a combination of attractive yields, preservation of capital, and diversification
Profile 2
$25,000 minimum investment

Resources

Strategy Overview
Portfolio Fit

Questions?

For more information, contact your AssetMark Consultant or call 844-540-0972.

AssetMark solutions are subject to broker-dealer approval. For financial advisor use only.

IMPORTANT INFORMATION
This information is not a solicitation for investment.

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio. No investment strategy, such as asset allocation, can guarantee a profit or protect against loss. It is not possible to invest directly in an index.

For more complete information about the various investment solutions available, including the investment objectives, risks and fees, please refer to the Disclosure Brochure and applicable Fund Prospectus. Please read them carefully before investing. For a copy, please contact your AssetMark Consultant.

AssetMark, Inc. is an investment adviser registered with the Securities and Exchange Commission. AssetMark and third-party strategists and service providers are separate and unaffiliated companies.

32109 | C19-15331 | 12/2019 | 12/31/20