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.
Contact Us
Work one on one
Work with a dedicated advisor who knows you personally and understands your specific goals.
Learn More
Accredited Investment Fiduciaries
Know your interests come first, as all our advisors have an Accredited Investment Fiduciary (AIF) designation.
Learn More
Your account stays put
No transfers or new accounts. Your assets stay at your current plan and remain with Fidelity or TIAA.
Learn More
Sophisticated Strategies
Our strategies utilize a disciplined approach to tactically manage your portfolio through volatile markets.
Learn More
Continual Monitoring
Your investments are continually monitored and portfolio adjustments are implemented monthly.
Learn More
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
Learn moreHelpful Content
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
View all articles 
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
View all calculators
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
View all presentations
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.