HANDS-ON PROFESSIONAL MANAGEMENT
OF YOUR UNIVERSITY RETIREMENT ACCOUNT

PROVIZR Advantages

Work with a dedicated advisor who knows you personally and understands your specific goals.

Work one on one

No transfers or new accounts. Your assets stay at your current plan and remain with Fidelity or TIAA.

Your account stays put

Provizr seamlessly manages your allocations and handles all trades and rebalancing.

We manage for you

 

 

Your investments are continually monitored and portfolio adjustments are implemented monthly.

Continual monitoring

Our strategies utilize a disciplined approach to tactically manage your portfolio through volatile markets.

Sophisticated strategies

You know your interests come first, as all our advisors have an Accredited Investment Fiduciary (AIF) designation.

Accredited fiduciaries

 

 

We’re here to help

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Saving
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Investing
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Retirement Planning

3.32%

Participants with investment help had median annual returns, net of fees, that were 3.32%** higher than those without help.

Source AON Hewitt and Financial Engines Study, Help In Defined Contribution Plans 2006 through 2012.

87%

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

Does your portfolio fit your goals?

Pricing

  • Account Value Over $2 Million

    0.50%
    • Sophisticated¬†Investment Strategies
    • Automated Portfolio Management
    • Quarterly Reviews
  • Account Value Under $2 Million

    0.75%
    • Sophisticated Investment Strategies
    • Automated Portfolio Management
    • Annual Reviews
  • Financial Planning

    $350
    • Savings Planning
    • Retirement Planning
    • Income Planning
900 Victors Way, Suite 240
Ann Arbor, MI 48108
Tel: 734-864-4500
Fax: 734-369-3037