Acquisition Management is the first client to officially sign on with Persumma, which was officially unveiled late last year.
AMS employees will tap into:
- Three actively-managed and three passively-managed portfolios from Morningstar, including aggressive, moderate and conservative investment strategies
- A group of core funds selected on the basis of AMS’ corporate profile
- Online advice via Morningstar’s ClearFuture retirement planning advice engine
- Educational resources from SmartMoney.com