Are you making the right choices with the
money in your 401k?
Our Math-based models guide you in and out of the stock market.
We monitor and advise - you simply take action.
Simplify your 401k investing with these 4 easy steps!
1. Tell Us About You
We’ll recommend an investment strategy for you based on your growth and risk objectives.
Click Here for Risk Analysis
2. Tell Us About Your Plan
We already monitor thousands of retirement plans, chances are we’ve got you covered.
3. Follow Our Lead
You’ll immediately see the current investment recommendations for your plan - tailored to your personal preferences.
4. Stay on Top of Things
Whenever our ActivePortfolio strategies suggest that a change is in order, you'll be notified via email.
How Can this Service Help You
Unlike ‘robo’ investment services, our active management strategy does much more than simply rebalance your portfolio. When the risk of loss is high, we reduce stock market holdings to minimal percentages, based on the strategy that fits your risk tolerance.
Dynamic Risk Management Strategy
Our tactical strategy concentrates on using mathematics instead of predictions or opinions to identify current market trends and the best-performing options available. Using a Rank And Trend portfolio construction that evaluates risk and different financial positions quarterly.
Mistakes In Your 401k Can Be Costly
You have worked hard your entire career to save for retirement; now is not the time to be passive about protecting your nest egg. Instead, let us show you how spending just TEN MINUTES, ONCE A QUARTER can allow you to be proactive in managing your 401k. You might not know there is an alternative to the traditional Buy-and-Hold method. Our method helps you maneuver the ups and downs of the market. Don’t let inaction on your 401k force you to outlive your money!
We’re Legally-Obligated to Act In Your Best Interest
… and as such, we have an organized, disciplined, math-based method based on real-time market trends, for all of our investment recommendations to you. We call it ‘Fact-Based Investing’; we think you’ll call it, ‘confidence-building’! Check out Investment Policy Statement
A Few Mouse-Clicks + Copy/Paste, And You’re Set
It’s as easy as it gets: Your personalized report, taken from your log-in area of this website, makes managing your 401k from/with your employer’s 401k website, truly a breeze.
A ‘Smooth Ride’ Based On Your Personal Tastes
Some people like to be heavily-exposed to stocks; some people like to be more restrained in their stock market participation. We use award-winning technology to quantify your personal risk tolerance with precision, in order to create a strategy that will align most closely with your stated comfort level.