Investing Often Intimidates Employees
They don’t possess the knowledge, and often the interest, to build a proper portfolio that matches their risk tolerance. The currently popular lifecycle or target-date funds were a step in the right direction in that they simplified the investment choice for employees. However, these vehicles fail to account for an individual’s risk tolerance. This causes folks to sell during market downturns. You can ease your employees concerns by utilizing our ready-to-go portfolios. With our state of the art risk tolerance tool, your employees get a portfolio that fits their risk profile and is automatically rebalanced and maintained. With our ready-to-go portfolios, you enable your employees to have a stress free experience with better outcomes.
Simple
Quick, easy to use risk tool leads to the ideal portfolio for employees.
Automatic Management
No action needed – systematic rebalancing, quarterly fund evaluation.
Sleep Soundly
Peace of mind for employees with risk based portfolios.