Investments

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Quarterly Performance Monitoring Report PDF
The information below is intended to take the guesswork out of building a well-diversified portfolio designed to assist in the accomplishment of your retirement goals. To view a list of all of the investment options available in your plan including fees, risks, and historical returns, please login to your account. For advice on selecting a portfolio, please contact IFA. We are happy to help.

Which Strategy Best Matches Your Needs?

IFA Risk Based Portfolios

Match the right portfolio to both your age and risk behavior. Suitable for someone who is more comfortable in managing their investments. IFA Index Portfolios also have glide path options.

Vanguard Retirement Funds

Vanguard's target retirement funds invest in other Vanguard mutual funds and gradually, automatically, shift their allocations from a more aggressive growth strategy with stocks to more a conservative strategy heavier on bonds as the target date nears. Some of the advantages of these funds include: less risk through broad diversification, a professionally managed asset mix, automatic rebalancing and low fees.

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For all non-investment related account inquiries, including the following items, please call Ascensus at the number listed below.

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  • Changing Investment Elections
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Ascensus Participant service center
844-749-9981

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Account
For investment-related questions, please contact:
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Tyler Vasquez, CFP®
Vice President, Wealth Advisor
Toll Free: 888-643-3133

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