What could be better for your time-management and peace of mind than an independent, third-party, fiduciary-level investment advisor providing professional advisory management to your specific company 401(k) retirement plan mutual fund menu?
This 401(k) investment advisory service would provide a thorough evaluation to examine your entire default company 401(k) mutual fund menu. This evaluation would determine the handful of best mutual funds to own; based on annual costs and investment performance metrics.
Finally, this 401(k) investment advisor would help you create a customized portfolio of the best mutual funds available based on your stock and bond market risk profiles. If your company 401(k) plan provide a self-directed brokerage account (SDBA), exchange traded funds (ETF’s) could provide even lower annual costs and improved investment returns.
Annual investment returns in your 401(k) account are always important. Even more important, is a stock and bond market risk management investment strategy.
As a fee-based Registered Investment Adviser, we have no relationship with your company 401(k) retirement plan sponsor or your company 401(k) retirement plan provider. We do not sell proprietary products and are not compensated through trading activity. We offer independent research and analysis and do not receive compensation from third parties.
Ric Lager
Lager & Company, Inc.
