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.
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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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Emerging Market Opportunities
What are your options for investing in emerging markets?
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
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.
Earnings for All Seasons
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Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Saving for College 101
Here’s a crash course on saving for college.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Business Cycle
How will you weather the ups and downs of the business cycle?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.