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Achieving your financial goals starts with a plan. Our new Portfolio Planner can help you build an investment portfolio to support your goals.

Portfolio Planner 

Get a customized portfolio plan in ~10 minutes

With so many investment choices available to you, we understand that it can be intimidating to decide what investments to make.

Victory Capital can help you build the confidence you need to make the best financial decisions for your future.

Answer a few questions about your financial goals, budget, time horizon and risk tolerance to receive a personalized portfolio plan.

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We're here for you.

+1 800-235-8396

Monday-Friday 7:30am to 7:00pm (CT)

Our experienced professionals can help execute your portfolio plan and are dedicated to your success.

3 Categories of Plans

Based on your investment goals, investment preferences and time horizon, our proprietary Portfolio Planner will recommend a tailored portfolio of professionally managed mutual funds to help you achieve your financial goals. There are three broad categories of portfolio plans to choose from.

Target Risk Portfolio

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  • Diversification in a single fund
  • Plan based upon your level of risk (from conservative to aggressive)

Target Allocation Portfolio

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  • Diversified portfolio of multiple funds
  • Mutual funds invested in stocks and bonds with potential international exposure 

Target Retirement Portfolio

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  • Diversification in a single fund that adjusts based on target retirement date
  • Portfolios become more conservative as the target date approaches
  • Automatic rebalance over time

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Interested in learning more about mutual funds?


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