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.


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 More87%
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 ConsultationHelpful Content

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

Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
View all articles 
Saving for College
This calculator can help you estimate how much you should be saving for college.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
View all calculators 
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
View all presentations 
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.