Okay, here’s the hard part… but we’ve got you covered!

Hands-on Professional Management

With Provizr, you get professionally managed portfolios suited for your unique goals and risk tolerance. Whether your retirement plan is offered through Fidelity or TIAA, Provizr can incorporate its time-tested investment approach, offering you the confidence in your financial future that you deserve. Our management team will implement, monitor, adjust and rebalance on a regular basis, ensuring that your retirement plan isn’t left unattended.

Core Allocation

At the heart of Provizr portfolios is a diversified core of low expense funds, carefully researched and selected with the goal of providing the optimal allocation for you.

Tactical Management

While a well-diversified portfolio is a good start, Provizr doesn’t stop there. We administer a discipline of tactical rotations that help manage the risk and reward of portfolios. Our tactical management can significantly modify the overall risk of your portfolio over time, by exposing more of your portfolio to investments we evaluate as more favorable and shying away from areas we find precarious. This approach allows you the potential to take advantage of asset classes in longer uptrends and partially circumvent prolonged downturns.

Smart Balance

While we believe in adopting a disciplined approach to investing, we are not “robo-advisors.” We are not bound by mathematical models and rigidity; Provizr leaves room for common sense adjustments and adaptation to changing markets. This smart balance between methodology and sensibility puts your retirement portfolio in the hands of capable investment fiduciaries who understand and adhere to your priorities and goals.

*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

*Tactical allocations may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

*Investing involves risk including loss of priniciple. No strategy assures success or protects against loss.