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
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
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.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Here are five facts about Social Security that might surprise you.
Investors seeking world investments can choose between global and international funds. What's the difference?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Around the country, attitudes about retirement are shifting.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn how to harness the power of compound interest for your investments.