Investment Services
At the Principal Financial Group®, we have a disciplined, long-term investment philosophy that can complement your objectives. Our investment goals are to:
- Earn long-term investment results that are superior to market returns
- Limit investment risk to a level appropriate for retirement plans
- Keep investment expenses low
And, we are here to assist you and your members with retirement planning and investing needs. That's why we provide:
- A wide selection of investment options. Members can choose the options that best match their investing goals.
- A wide variety of sub-advisors. We've teamed with some of the leading investment managers in the industry to bring your trustees and their members a variety of investment options.
- A union-friendly choice. Our Builder's Fixed Income Fund, Inc. supports union labor by investing in mortgage securities for union-built residential homes.
- Multiple asset allocation tools. Members may not be comfortable making investment decisions. That's why we offer asset allocation tools such as lifecycle investment options and the Principal Managed Account ProgramSM.
Principal Global Investors, a company of the Principal Financial Group, is one of our premier money managers. They are a Registered Investment Adviser that focuses on the unique needs of institutional clients. One of their specialties is investing contributions allocated to investment options for Taft-Hartley retirement plans.
The investment advice provided through the Principal Managed Account Program is provided by Ibbotson Associates. Access to the advice and securities and advisory products are offered through Princor Financial Services Corporation, 800.243.4123, member SIPC. Princor is a member of the Principal Financial Group, Des Moines, Iowa, 50392.
