PDAP Asset Allocation

One of the key components of your total retirement benefit package is your PDAP Plan.  Through this employer-sponsored plan, you are accumulating tax-deferred assets for retirement.  How you choose to allocate those assets can make a great difference in your total portfolio return and account balance.  Cleary Gull can help you maximize your PDAP to help you reach your retirement income goals.

Our complimentary guide will help you determine your individual "Risk and Return Profile."  It will then guide you in choosing the most appropriate investment mix among the PDAP investment options.  Our web-based, quarterly update will alert you to any recommended allocation changes along the way. 

Click here to view and print a copy of the guide or click here to complete the Risk Tolerance Questionnaire online and find out your asset allocation recommendations..