STRATEGIC 401K

 

 

 

 

 

We believe risk is the most important investment characteristic.  We allocate more of your assets to investments that indicate a lower relative risk and less to investments that indicate a higher relative risk.  Our measurement of risk is based upon the interaction between the supply and demand forces within each asset class.  Under continuous monitoring of these forces, we will strategically allocate your assets.

Your allocation is time sensitive so we deliver our advice at electronic speed via email, using the STRATEGIC 401K Allocation System™ which allows us to deliver our specific advice to 401(k) investors based on their personal investment risk and age. These recommendations could help reduce risk by providing appropriate exposure to each asset class and each investment within your company's 401(k) plan.

Most 401(k) participants mistakenly believe that once their 401(k) is setup, they never have to give it another thought.  Unlike this buy and hope strategy, our recommendations are focused on reducing your investment risk by using technical analysis employed by professional money managers.  We have developed an approach to help endure unpredictable markets. This approach monitors investments offered in your 401(k) plan to help ensure investment risk is consistent with market conditions. As conditions change, you are alerted by email with suggestions on how to adjust your investment so you can make the final decision.

STRATEGIC 401k will help you answer these questions:

·          How should I allocate my 401(k) investment option?

·          What percentage should I put into the various investments?

·          Am I taking too much or too little risk?

·          When is there a need to change my allocation?