Professional Management of your University RetirementAccount


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

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

No Cash, No Checks, No Problem

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

 

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

How to Support Local Businesses During a Pandemic

Learn how to support your local businesses and your community during this trying time with this beautiful infographic.

How to Conquer the World - 5 Financial Strategies for Savvy

Learn more about women taking control of their finances with this infographic.

Debt Stress

There’s a link between debt and stress.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

View all articles arrow

What Is My Current Net Worth?

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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.

View all calculators arrow

5 Smart Investing Principles

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

Principles of Preserving Wealth

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

Managing Your Lifestyle

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Surprises

Making the most of surprises is a great reason to work with us.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

View all videos arrow