457 Advisory

The 457 Deferred Compensation plan is the retirement savings program for employees of state and local government organizations. For most employees, their 457 plan is the largest asset they have. Most plans can provide fund information but not 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 457 Deferred Compensation 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.