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.
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
Schedule A ConsultationHelpful Content
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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.
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.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.