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
Our strategies utilize a disciplined approach to tactically manage your portfolio through volatile markets.Learn More
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
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 2010Learn more
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
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This checklist can give you a quick snapshot of how prepared you are.
One way to find money is to examine your current spending habits and eliminate money wasters.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
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