What is the difference between the Portfolio Advisor and Portfolio Manager services?
With both services, the participant receives a personal wealth forecast, asset allocation, and investment selection as performed by Ibbotson Associates, Inc. The Portfolio Advisor participant can then decide to implement the investment advice in part, whole, or not at all and continue to manage his/her account. In contrast, the investment advice is automatically implemented for the Portfolio Manager participant and his/her account is managed on an ongoing basis. Additionally, the Portfolio Manager participant can access the service face-to-face, on the phone, and over the Internet while the Portfolio Advisor participant can only access the service on the phone and Internet.
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