Hands-On Professional Management of Your University or Hospital Retirement Account
As a university or hospital employee, you have dedicated your career to helping others. We understand the countless hours that go into a job well done, and that many employees simply don't have the time to devote to managing a retirement portfolio.
Provizr advisors are uniquely equipped to help manage both your university Fidelity and TIAA retirement accounts without having to transfer your funds. We offer dedicated professionals who can customize an investment strategy specifically designed for your needs.
Like you, we are passionate about our work and want to be a part of others success without setting up roadblocks. If you are looking for help but not necessarily long term portfolio management, we have developed a unique system to provide professional advice and management tools, all at no charge or obligation.
You deserve more time and less stress. Relax a little easier knowing your retirement is in good hands with Provizr.Contact Us
Work one on one
Work with a dedicated advisor who knows you personally and understands your specific goals.Learn More
Accredited Investment Fiduciaries
Know your interests come first, as all our advisors have an Accredited Investment Fiduciary (AIF) designation.Learn More
Your account stays put
No transfers or new accounts. Your assets stay at your current plan and remain with Fidelity or TIAA.Learn More
Our strategies utilize a disciplined approach to tactically manage your portfolio through volatile markets.Learn More
Your investments are continually monitored and portfolio adjustments are implemented monthly.Learn More
We manage for you
Provizr seamlessly manages your allocations and handles all trades and rebalancing.Learn More
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 2010Learn more
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A look inside the U.S. government's statistics on household net worth.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The uncertainties we face in retirement can erode our sense of confidence.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are three things to consider before dipping into retirement savings to pay for college.
What are your options for investing in emerging markets?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here is a quick history of the Federal Reserve and an overview of what it does.
The average retirement lasts for 18 years. Are you prepared to fill that many days?