Professional Management of University Retirement Accounts


Hands-On Professional Management of Your University Retirement Account

As a university 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 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. 


Schedule A Consultation
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

Schedule A Consultation

Helpful Content

Retirement and Quality of Life

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Managing an Inheritance

Managing an Inheritance

A windfall from a loved one can be both rewarding and complicated.

Long-Term-Care Protection Strategies

Long-Term-Care Protection Strategies

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

 

Succeeding at Business Succession

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

View all calculators arrow

Protecting Those Who Matter Most

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

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

View all presentations arrow

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

When Markets React

When markets shift, experienced investors stick to their strategy.

Choosing a Mortgage

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

View all videos arrow