401(k) Plan Participants

We Can Now Actively Manage Your 401k and Other Retirement Accounts Just Like Your Regular Brokerage Accounts

If you’re like most people, your 401(k) may represent your largest investment asset. How you handle these assets could very well be the most important decision you will ever make concerning your financial future.

In spite of this, many employees take a passive approach to their 401(k) investments, without considering that abrupt changes in the investment environment or economic conditions may substantially affect the appropriateness of their investment selections.

Making investment selections in a retirement plan is often a time-consuming and challenging process. Most people don’t have the time, training or temperament to become investment experts in addition to doing their jobs.

For many employees participating in their company’s 401(k) plan, knowing what to choose can be very confusing. Mistakes can be costly. Our goal is to help you answer the following simple, yet crucial questions: “Which investments should I choose?” “How much should I invest in each?” “As economic and market conditions change, when should I make changes and what changes should I make?”

Tens of millions of Americans manage their own 401(k) retirement money. We can do it better. With our new trading platform and the technology behind it, we can access your retirement account and trade, rebalance or reallocate your investments on your behalf.  You receive daily oversight of your retirement plan assets.

This investment advisory service is not limited to 401(k) plans. Additional assets such as annuities, self-directed brokerage accounts, executive compensation programs, 403(b) Plans, 457 Plans and even 529 Plans can be professionally managed by us.

Paying attention to and adjusting your investment elections should create a more defensive portfolio in down-trending, bear markets and allow you to participate with less angst in up-trending, bull markets.

Please contact us today to learn more about how our unique methodology to tactically manage your retirement investments can benefit you.

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