​​Investment solutions for non-plan assets

Want help managing your other accounts?

When consulting with your Scarborough representative on your pension plan account, you may want to work with one trusted advisor to receive comprehensive advice for other investments held outside of the plan. Scarborough offers professionally managed mutual fund portfolios for non-plan assets held by you and your family. Our managed accounts may be appropriate for investors who do not have the time, expertise, or desire necessary to manage their other investments. Tell us your financial goals and we can recommend a managed account to fit your needs.

The Elite portfolios are a series of managed portfolios with investment objectives ranging from safety of principal and inflation protection to maximum long-term growth. Each portfolio consists of a strategic blend of low-cost*, no-load mutual funds from multiple fund families such as American Funds, Dimensional Fund Advisors, Federated Investors, Fidelity, Vanguard and T. Rowe Price. The portfolios are managed according to a time-tested approach based on a disciplined process, broad investment diversity, and active portfolio management.

As part of our Local Unions Retirement Income Program, the Elite portfolios are offered at special pricing for union members and their families.

Elite Index Performance Update

Elite Hybrid Performance Update

Elite Active Performance Update

*An annual asset-based fee will apply as well as other internal expenses and fees of the funds.