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 MoreAccredited Investment Fiduciaries
Know your interests come first, as all our advisors have an Accredited Investment Fiduciary (AIF) designation.
Learn MoreYour account stays put
No transfers or new accounts. Your assets stay at your current plan and remain with Fidelity or TIAA.
Learn MoreSophisticated Strategies
Our strategies utilize a disciplined approach to tactically manage your portfolio through volatile markets.
Learn MoreContinual Monitoring
Your investments are continually monitored and portfolio adjustments are implemented monthly.
Learn MoreWe 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
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