Pick A Mutual Fund Portfolio, We’ll Manage It, While You Reap The Gains.
With the automated rebalancing of our portfolio solutions, you can maintain your goals & save time.
Select an investment goal, we’ll implement a portfolio that fits.
Hybrid investing
Combine asset allocation based on your risk tolerance with index investing, which can help you stay up with the markets.
Retirement Savings
Find a retirement strategy that will maintain the right lifetime allocation of your retirement money.
Retirement Earnings
Pick a single fund that is tailored to investors’ risk appetites & needs for retirement or other income.
A hybridization of index investing & asset allocation with Funds Recovery CA MarketMonitor Portfolios®
These four portfolios provide a great selection of asset allocations at various risk profiles.
Choice
Choose the portfolio that best matches your risk tolerance.
- All Equity
- Growth
- Balanced
- Conservative
Features
Diversification – Purchase a mix of investments in a single portfolio
Automatic rebalancing – We bear the stress of portfolio management
No investment minimum
What it does
The Fundamental Index® & market-cap index strategies are combined in the Funds Recovery CA Finance Management MarketMonitor Portfolios, enabling you to select the portfolio that best suits your risk profile & objectives. Each of these strategies includes a distinct mix of varied investments.
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Utilize our Target Date Funds to build a balanced retirement portfolio.
Choice
The majority of Funds Recovery CA Finance Management Target Index Funds’ holdings are passive index ETFs.
Funds Recovery CA Target Funds – Consists of investments from Funds Recovery CA Finance Management & other parties, both passive & active.
Funds Recovery CA Target Index Funds – Exclusive Funds Recovery CA Finance Management offering of passive index-based ETFs.
Features
Diversification – Purchase a mix of investments in a single portfolio.
Automatic rebalancing – We bear the stress of portfolio management.
No investment minimum
What it does
One of the most common investing errors is neglecting to modify your portfolio for your evolving financial demands over time. Target date funds are aimed at helping you avoid this error. With our Target Date Funds, our Asset Management reassigns the fund’s investments, shifting from more aggressive to more cautious as the target date approaches & beyond, assisting in risk reduction & helping you get ready for retirement.
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A Monthly Income Funds portfolio, allows wealth generation even in retirement.
We’re offering three unique fund portfolios tailored toward your retirement investment needs.
These will ensure that there is a constant cycle of income to ensure financial security for you when you retire.
Choice
Choose your desired payout:
- Income Payout
- Flexible Payout
- Target Payout
Features
Intended to offer portfolio owners a monthly income.
Diversified mutual funds: Mutual funds & ETFs that invest in stocks & bonds.
Low expense-to-income ratios.
What it does
Three integrated mutual funds in the Funds Recovery CA Monthly Income Funds family assist investors to satisfy their risk appetites & income demands for retirement or other purposes. Asset classes are distributed by our Asset Management by each Fund’s payout policy.
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Start investing today
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Have questions about stocks? We're here to help.
Funds Recovery CA Stock Slices is not intended to give an investment advice or a recommendation of any stock. Investing in stocks can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.
The “S&P 500® Index” is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by Funds Recovery CA & Co., Inc. (“CS&Co.”). Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P””; Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Funds Recovery CA Stock Slices is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates, and none of such parties make any representation regarding the advisability of using Funds Recovery CA Stock Slices or investing in any security available through Funds Recovery CA Stock Slices, nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Index.
Please read the Funds Recovery CA Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures related to the Funds Recovery CA Intelligent Portfolios and Funds Recovery CA Intelligent Portfolios Premium programs. Funds Recovery CA Intelligent Portfolios® and Funds Recovery CA Intelligent Portfolios Premium™ are made available through Funds Recovery CA & Co. Inc. (“Funds Recovery CA”), a dually registered investment advisor and broker dealer.
Portfolio management services are provided by Funds Recovery CA Investment Advisory, Inc. (“CSIA”). Funds Recovery CA and CSIA are subsidiaries of The Funds Recovery CA Corporation.
There is no advisory fee or commissions charged for Funds Recovery CA Intelligent Portfolios. For Funds Recovery CA Intelligent Portfolios Premium, there is an initial planning fee of $300 upon enrollment and a $30 per month advisory fee charged on a quarterly basis as detailed in the Funds Recovery CA Intelligent Portfolios Solutions™ disclosure brochures. Investors in Funds Recovery CA Intelligent Portfolios and Funds Recovery CA Intelligent Portfolios Premium (collectively, “Funds Recovery CA Intelligent Portfolios Solutions”) do pay direct and indirect costs. These include ETF operating expenses which are the management and other fees the underlying ETFs charge all shareholders. The portfolios include a cash allocation to a deposit account at Funds Recovery CA Bank FDIC-insured Deposit Accounts at Funds Recovery CA Bank (“Funds Recovery CA Bank”). Funds Recovery CA Bank earns income on the deposits, and earns more the larger the cash allocation. The lower the interest rate Funds Recovery CA Bank pays on the cash, the lower the yield. Some cash alternatives outside of Funds Recovery CA Intelligent Portfolios Solutions pay a higher yield. Deposits held at Funds Recovery CA bank are protected by FDIC insurance up to allowable limits per depositor, per account ownership category. Funds Recovery CA Intelligent Portfolios Solutions invests in Funds Recovery CA ETFs. A Funds Recovery CA affiliate, Funds Recovery CA Investment Management, receives management fees on those ETFs. Funds Recovery CA Intelligent Portfolios Solutions also invests in third party ETFs. Funds Recovery CA receives compensation from some of those ETFs for providing shareholder services, and also from market centers where ETF trade orders are routed for execution. Fees and expenses will lower performance, and investors should consider all program requirements and costs before investing. Expenses and their impact on performance, conflicts of interest, and compensation that Funds Recovery CA and its affiliates receive are detailed in the Funds Recovery CA Intelligent Portfolios Solutions disclosure brochures.
Credit Notice: From Investor’s Business Daily, January 24, 2022, ©2022 Investor’s Business Daily, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution or retransmission of this Content without express written permission is prohibited.
This advertising, and the franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington and Wisconsin. If you are a resident of one of these states, or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable pre-sale registration and disclosure requirements in that state.
401 Bay Street, Toronto, ON M5H 2Y4 Simpson Tower
Registration Number: 06006047
Firm Ref Number: 488242
Funds Recovery CA Investment Management, Inc. (CSIM) is the investment advisor for Funds Recovery CA Funds and Funds Recovery CA ETFs. Funds Recovery CA Funds are distributed by Funds Recovery CA & Co., Inc. (Funds Recovery CA), Member SIPC. Funds Recovery CA ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Funds Recovery CA, are separate but affiliated companies and subsidiaries of The Funds Recovery CA Corporation, and are not affiliated with SIDCO.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Funds Recovery CA Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. This platform is registered under the United States Securities Administrators (CSA) and United States Investment Regulatory Organization (CIRO). Its broker-dealer subsidiary, Funds Recovery CA & Co., Inc, offers investment services and products, including Funds Recovery CA brokerage accounts. Its banking subsidiary,Funds Recovery CA Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.
