The Pacific Financial Group, INC.

The Pacific Financial Group is a registered investment advisor founded in 1984 and based in Nashville, Tennessee. The firm provides a variety of investment management programs and model portfolios to individual investors through independent financial advisors and introducing firms. The Pacific Financial Group offers multiple investment solutions, including proprietary model portfolios built with affiliated mutual funds, separately managed accounts, retirement plan overlays, variable annuity optimizations, and open-architecture platforms featuring third-party institutional strategists. The firm utilizes proprietary risk analysis software called RiskPro to help advisors match clients with portfolios aligned with their risk tolerance. The Pacific Financial Group does not provide direct, individualized financial planning to retail clients; rather, personalized advice and ongoing relationship management are handled entirely by each client's independent advisor, while The Pacific Financial Group focuses on portfolio construction, trading, and platform administration.