Advised Assets Group, LLC (AAG) is a federally-registered investment adviser with the Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. Since its inception, AAG has been focused on establishing, refining and continually improving the process of investment planning and monitoring for plan sponsors and plan participants.

As one of the few third-party investment advisers in the industry to offer investment advisory solutions to improve plan quality from the perspective of both plan participants and plan sponsors, AAG offers a wide range of Participant Advisory Solutions as well as Plan Level Advisory Solutions.

The Power to Perform
AAG seamlessly combines the power of one of the country’s largest recordkeeping databases with behavioral-investment research, best practice investment modeling and professional investment oversight. Our risk-controlled, competently designed and managed retirement solutions help plan sponsors and plan participants make the most of their retirement plan options.

A Highly Credentialed Team
AAG’s team of highly qualified, Series 65 licensed investment advisers, have extensive, in-depth experience consulting on investments to defined contribution plan fiduciaries. Their skills and expertise reflect a wide range of designations, including Chartered Financial Analyst (CFA), Certified Employee Benefit Specialists (CEBS) and Masters in Business Administration.

We Navigate the Risk
As a registered investment adviser, AAG also acknowledges fiduciary status for those Employee Retirement Income Security Act of 1974 (ERISA) plans that select AAG’s Online Advice and Managed Account services and is subject to the standards of ERISA where applicable, and the SEC.

We Are Independent
AAG is a separately-governed, but wholly-owned subsidiary of Great-West Life & Annuity Insurance Company (GWLA). Headquartered in Denver, Colorado, GWLA is one of the major providers of record-keeping and communications services to public sector, tax-exempt health-care and private sector defined contribution programs. Governed by a separate board of directors, AAG is only paid for services it provides, irrespective of the investment products offered in a plan.