Designed for the Maize and Blue


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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Helpful Content

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What are your options for investing in emerging markets?

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Value vs. Growth Investing

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

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Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Estimate how much of your Social Security benefit may be considered taxable.

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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

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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.

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