This is what you get:
- Establishing a diversified asset allocation based on your risk tolerance and investment time horizon.
- Assessing current market & economic conditions to determine what funds to invest in, how much to contribute to each fund, and when to reallocate funds (ALERTS sent to you on URGENT CHANGES).
- Communicating investment advice via e-mails on a monthly basis with semi-annual conference calls.
And the best part is you keep all the money there at the 401(k) or company retirement plan – nothing transfers over to our firm.