Managed Portfolios

With very few exceptions, NestEggs uses Index Funds as the components of our “managed portfolios.” These profiles are monitored groups of funds managed by a licensed Investment Advisor. Each of our 3 profile options –Growth, Balanced, or Conservative – is diversified across 7 to 9 non-correlated asset classes, with allocations reflecting different levels of risk to suit varying savings objectives and time horizons to retirement. Approximately 80% of employees participating in plans on NestEggs’ 3(38) Fiduciary platform elect to use one of our ‘managed’ profiles.


To view our current Model Portfolio Allocation, click here.


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Office Locations

Jacksonville, FL
Boston, MA
Burlington, VT


Florida: 904-348-3131

Burlington: 802-391-4700

Boston: 978-380-5185

Toll Free: 866-202-4646

Fax: 904-348-3136


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All Rights Reserved.