Optimizing 401(k) Offerings: Empowering Financial Advisors with A Smarter Way

Revolutionizing 401(k) Investments: A Tactical Approach for Success

Most 401(k) plan providers lack sufficient investment guidance and fail to offer a tactical approach to managing investments over time. We address these gaps by providing prebuilt risk-based allocations based on participants’ risk tolerance questionnaire. We take on the responsibility of managing these allocations, adjusting them when needed to reduce risk and capitalize on opportunities. Our 401(k) allocations focus on cost-effective ETFs and strategic reallocation to non-correlated assets in uncertain market conditions.