Life is all about balance, amirite?! Keep your 401k in check, without lifting another finger.
First Things First
Your first rebalance may be a doozie. Here’s where we take all your funds, mix it with your retirement goals, apply our genius and bang out a portfolio to get you back on track. We go above and beyond to put together the best mix of stocks to bonds with the lowest fees based on the funds available in your retirement plan.
Ready for Anything
We automatically rebalance your portfolio on the reg. So next time your employer stops offering a certain fund, or your retirement goals change… we are primed and ready to get you back on track.
Break the Mold
This is not cookie-cutter investing. Cerulli Associates estimates that by 2019 nearly 90 percent of new 401k contributions will be invested in Target Date Funds.¹ Not a bad option in theory, however, these products are often loaded with (gag) fees. Also, they may lump everyone’s risk tolerance together—assuming all retirement planners are in the same boat. Naaaawwt exactly.
Strong and Steady
Our methodology is built off long-term market data, designed to keep your boat afloat no matter where the tides may take you. Aye, aye captain!