Non-Profits

If your plan allows, we will assist you in creating a self directed brokerage account for your 401-(k) / 403-(b) plan. Your assets stay where they are, in your company sponsored plan. You will then have access to thousands of investment choices on a very robust platform that we actively manage for you.

You do not have to make the investment changes to your account, because we are actively managing the account for you.

You will have access to our Personal Financial Website (see demonstration) to assist you in monitoring and managing ALL of your accounts, not just your 401-(k) / 403-(b) plan.

You and your advisor will receive a personalized Quarterly Performance Summary to review your portfolio’s return for the last quarter.

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If your plan allows, we will assist you in creating a self directed brokerage account for your 401-(k) / 403-(b) plan. Your assets stay where they are, in your company sponsored plan. You will then have access to thousands of investment choices on a very robust platform that we actively manage for you.

You do not have to make the investment changes to your account, because we are actively managing the account for you.

You will have access to our Personal Financial Website (see demonstration) to assist you in monitoring and managing ALL of your accounts, not just your 401-(k) / 403-(b) plan.

You and your advisor will receive a personalized Quarterly Performance Summary to review your portfolio’s return for the last quarter.

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