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!

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Work one on one

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

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Accredited Investment Fiduciaries

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

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Your account stays put

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

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Sophisticated Strategies

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

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Continual Monitoring

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

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We manage for you

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

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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

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