Self-Directed Advisory Strategies
Is Professional Money Management Right for You?
What are your financial goals and how will you reach these goals? Do you have a personal investment plan? These are serious questions that often bring to light shortcomings in planning for the future. You need to determine which plan you're going to implement and utilize to accomplish your financial goals. If you enjoy spending hours of time researching, reading prospectuses, looking over financial ratios, determining overall market conditions and economic trends, you may not need us. If you would rather spend your spare time pursuing your passions, then our program may give you that freedom. You may rest assured that your investments are strategically allocated based on your goals and objectives and are monitored by our professional investment management team.
“Active” Management
Brief Description of Service: Professionally managed accounts team providing an on-going “active” management strategy of your self-directed company retirement account(s) based on your risk tolerance.
“Passive” Management
Brief Description of Service: Professionally managed accounts team providing a quarterly “passive” management strategy of your self-directed company retirement account(s) based on your risk tolerance.
Your account is….
Monitored daily,
Rebalanced as needed,
Evaluated, compared and adjusted with available options on a regular basis,
…allowing us to help keep your account and portfolio in line with your investment goals and objectives on a dynamic basis.
Your account is….
Monitored and rebalanced quarterly,
Evaluated, compared and adjusted with available options on an annual basis,
…allowing us to keep your account and portfolio reasonably in line with your investment goals and objectives.
Availability
Specifically, the Self-Directed Retirement Advisory Platform offers the service of professional investment management for all your 401(k)’s, 403(b)’s, 457, and other self-directed retirement plans.
