Designed for You


Hands-On Professional Management of Your University or Hospital Retirement Account

Make the most of your retirement plan. Through the years, we’ve encountered many university and hospital employees that are simply confused by their retirement account options. They don’t know which funds to use nor which investment provider is best for them. Finding help is not always easy, so many employees resort to asking co-workers or relatives for help. But now you have another option…

Provizr is laser-focused on helping university and hospital employees with their retirement accounts… it’s all we do. We offer dedicated professionals that are committed to helping you pursue the retirement you envision. You will work one-on-one with a knowledgeable professional that understands the complexity of your retirement plan options and will proactively manage your Fidelity and TIAA accounts for you.

No more guessing or confusion… get comfort and confidence knowing that Provizr is in your corner!

Contact Us
Call Out Box One Call Out Box One

Work one on one

Work with a dedicated advisor who knows you personally and understands your specific goals.

Learn More
 
Call Out Box Two

Accredited Investment Fiduciaries

Know your interests come first, as all our advisors have an Accredited Investment Fiduciary (AIF) designation.

Learn More
 
Call Out Box Three

Your account stays put

No transfers or new accounts. Your assets stay at your current plan and remain with Fidelity or TIAA.

Learn More
 
Call Out Box One Call Out Box One

Sophisticated Strategies

Our strategies utilize a disciplined approach to tactically manage your portfolio through volatile markets.

Learn More
 
Call Out Box Two

Continual Monitoring

Your investments are continually monitored and portfolio adjustments are implemented monthly.

Learn More
 
Call Out Box Three

We manage for you

Provizr seamlessly manages your allocations and handles all trades and rebalancing.

Learn More
 

87%

Plan participants with investment help did better than those without help 87% of the time.

Source AON Hewitt and Financial Engines Study, Help in Defined Contribution Plans 2006 through 2010

Learn more

Helpful Content

The Utility of Sector Investing

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

A Decision Not Made Is Still a Decision

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Can Group, Private Disability Policies Work Together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Surprises

Making the most of surprises is a great reason to work with us.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

View all videos arrow