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401(k) / 403(b) / 457 PLAN

How Do You Maximize Returns in Your Company Retirement Plan?

The goal of investing is simple, right?  Maximize returns.  Avoid losses.  The problem is that human beings aren't born with an innate ability to build and manage an investment portfolio -AND- keep their emotions out of the decision making process.

For many investors, their employer-sponsored retirement plan, i.e., 401(k), 403(b), 457 or Thrift Savings Plan, is one of the biggest assets they own, if not THE biggest.  Yet, if you're anything like the clients we work with, the idea of reading through the prospectus of every investment option available in your employer’s plan doesn’t bring a smile to your face.  You're also probably not thrilled by the prospect of having to research what each fund invests in, or what the fees and expenses are, or the risks.  And do you really want to spend time thinking about how much you should invest in each fund or WHEN?  It doesn't help that some employers offer so many investment options that it can be difficult to even know where to begin.  And what's the deal with those "target date" and "target retirement" funds?

We hear you loud and clear.  There are so many other things you'd rather do with your time.

Now imagine all of the research, analysis and daily monitoring of your company retirement plan account being handled by a team of experienced money managers charged with the task of providing you with customized, ongoing, unbiased investment advice based on your tolerance for risk, your time horizon AND the specific investment options available to you in your employer’s plan.  And now imagine if all of this came with built-in Stop-Loss protection; an alert delivered to your inbox that told you exactly what to do with your 401k in order to mitigate losses and preserve capital when markets start behaving badly.

That last part got your attention, didn’t it? 

We teamed up with one of the leading money managers in the world of tactical, model-driven investing, to offer our clients a Simple. Elegant. Powerful. web-based solution for managing their company retirement plan accounts.  This solution makes it possible for our clients to maximize their returns and mitigate losses inside of their company retirement plans with minimal effort.

To learn more about our Simple. Elegant. Powerful. solution for managing your company retirement plan, please contact us today.