LEVELING THE PLAYING FIELD

Money Masters Investment Programs are available to all Americans

Access to a Registered Investment Advisor (RIA) has typically only been offered to those investors who have significant account balances. Now, when you sign up for a Money Masters Portfolio account you become a client of the Retirement Corporation of America — one of the first registered investment advisory firms to make its services available to every American online. Money Masters Investment Portfolios was registered with the Securities and Exchange Commission in 2005 and continues to offer these benefits:

No commissions or transaction fees

No exit penalties

Low minimum account balances

The minimum balance required to open an account is just $10,000. You can make additional contributions into your account or request a partial or total withdrawal of the money invested in your account—at any time. This flexibility should allow you to keep more of your money invested for growth over the longer-term.


The professionals at Retirement Corporation of America will help you to:

• Determine your investment objectives and profile
• Create a personalized, risk-adjusted portfolio
• Manage and make changes to your Money Masters Portfolio as needed

We seek to keep you informed with:

• Custodial Reports by TD Ameritrade - Daily
• Portfolio Performance Reports by our advisory firm - Quarterly
• Asset Allocation Reports by Morningstar - On Demand
• Risk Profile Reports by Risklyze - On Demand

Please be advised that past performance may not be indicative of future results.

Key Benefits Include:

1. Flexibility to Change Your Asset Allocation Mix

As life circumstances change, so may your investment objectives or risk tolerance profile. Simply notify us by secure email and we can adjust your portfolio allocation as requested - while you seek to successfully achieve your long-term investment objectives.

2. Confidence and Comfort

As our client, we want you to take comfort knowing that your Money Masters Online Program portfolio is being managed on a daily basis by our dedicated team of professionals who serve you in their role as a fiduciary.

3. Our Masters Selection Criteria

Our status as an independent Registered Investment Advisors allows us the freedom to select investments and managers who meet our diligent selection criteria. We call this group our Money Masters.

From over 8,000 investment choices, we select our Top U.S. Stock Money Masters, our Top International Stock Money Masters and our Top Bond Money Masters in an effort to maximize the long-term performance potential of your assets.

4. Proven Performance

Our diligent selection process seeks to identify ETF investments and managers that have consistently performed at the top of their peer group and their industry benchmark, as well as meeting other aspects of our selection criteria.

5. Your Assets are Held by a Third-Party Custodian

For your protection, all Money Masters Portfolio client account assets are separately held in custody by a nationally recognized third-party custodian - TD Ameritrade.

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What is the significance of having a fiduciary look after your assets?

A fiduciary is legally required to act only in the best interest of their client — and is defined as a person in a position of authority whom the law obligates to act solely on behalf of the person he or she represents. Examples of fiduciaries are registered investment advisors, executors, trustees, guardians, and directors and officers of corporations. Fiduciaries are not permitted to seek personal benefit from their transactions that take place within the accounts of those they represent, and must disclose all conflicts of interest. Do all financial advisors serve their clients in the role of a fiduciary? The answer is, "No."

About Us

When you open a Money Masters Account you become a client of the Retirement Corporation of America.
RCA was one of the first SEC Registered Investment Advisory firms to make their services available online, starting in 2005.