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Chosen Retirement Year Portfolios

Knowing when you should adjust your retirement account over time can be a challenging task. Through our Chosen Retirement Year Portfolios, you’ll never have to worry about changing your asset allocation because it automatically becomes more conservative over time. Just pick the year you plan to retire, and "glide" to retirement. 

 Retirement Year Arrow

Chosen Retirement Year Portfolios are designed to offer a convenient investment for a person expecting to retire around a specific target date.  A target date portfolio pursues a long-term investment strategy by investing in a mix of asset classes (or asset allocation) according to an investment model that becomes more conservative over time.  This investment model is commonly referred to as a portfolio's "glide path".  Research shows that asset allocation has been one of the most important factors in long-term portfolio performance.

Chosen Retirement Year Portfolios Target Retirement Year

Chosen 2060


Chosen 2050


Chosen 2040


Chosen 2030


Chosen 2020


Chosen 2010


Chosen Income

Into Retirement

For more information, contact Paul today.  

P Tarantino  Paul Tarantino
941.366.7222 ext. 50720 

The financial advisors of Canandaigua National Trust Company of Florida (CNTF) offer trust and estate services, investment management solutions, IRAs, and fiduciary services to Greater Sarasota and Florida West Gulf Coast communities.

Before investing using mutal funds consider the fund's investment objectives, risks, charges and expenses. For more complete information, including charges and expenses, contact your financial advisor for a prospectus. Read the prospectus carefully.

Portfolios are managed by OBS Financial Services, Inc., an SEC Registered Investment Advisor, and are comprised of investments from Dimentional Fund Advisors, Inc.

Canandaigua National Trust Company of Florida is an affiliate of Canandaigua National Bank & Trust. This material is provided for general information purposes only and is not a recommendation or solicitation to buy or sell any particular security, product or service. Investments are not bank deposits, are not obligations of, or guaranteed by Canandaigua National Bank & Trust, or Canandaigua National Trust Company of Florida, or OBS Financial Services, Inc., and are not FDIC insured. Investments are subject to investment risks, including possible loss of principal amount invested. Investments may be offered through affiliate companies.