401(K) Advisory

As businesses move away from offering guaranteed pensions, the 401(k) has taken on a critical role in the retirement landscape. For many people, their 401(k) is the most significant asset they have. While most companies can provide fund information within the plan, they do not provide specific investment advice. As a result, the majority of people spend little or no time actively managing this very important piece of their retirement puzzle.

We are one of only a few Registered Investment Advisors in the Rochester area that provide 401(k) Advisory Services while you are an active participant, regardless of where your plan is held. By implementing an active management strategy, we strive to capture the market upside while minimizing your losses during turbulent market periods.

  • Often times, employees make their 401(k) selections based on comments from a co-worker

  • Replace your current “Buy and Hope” default strategy with an active management strategy, based on key market indicators.

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