Professional Management of your University Account


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.


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

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The Cost of Procrastination

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Does Your Portfolio Fit Your Retirement Lifestyle?

Does Your Portfolio Fit Your Retirement Lifestyle?

Lifestyle considerations in creating your retirement portfolio.

 

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.

9 Facts About Social Security

There are things about Social Security that might surprise you.

View all articles arrow

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Comparing Mortgage Terms

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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.

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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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.

Saving for College 101

Here’s a crash course on saving for college.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

When Markets React

When markets shift, experienced investors stick to their strategy.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

View all videos arrow