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
Learn moreHelpful Content
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Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Estimate how much you have the potential to earn during your working years.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Bursting the Bubble
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You’ve made investments your whole life. Work with us to help make the most of them.
Estate Management 101
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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.