The irony is that you end up with what sounds like an oxymoron… a self-directed 401K, yet fully managed for you by Decision Investments.
Enjoy the flexibility of greater choices of investments inside your retirement plan and receive ongoing portfolio management and financial planning services from Decision Investments. This type of account opens the door to thousands of investment opportunities not typically offered in most retirement plans. More importantly, you receive the guidance needed to help you achieve your goals.
Tired of missing out on significant market moves?
With a self-directed retirement plan, investments can be made in your 401K with the freedoms of a brokerage account. You no longer have to settle for a bundle of (mediocre) mutual funds. We will design and manage your portfolio, so you participate in some of today’s best equity opportunities. Our approach focuses on attempting to buy best in class companies in areas/sectors of the economy that are experiencing far above average growth.
It starts with us customizing an investment portfolio for you based on your unique risk tolerance and long-term goals. We then actively manage your portfolio and provide you with ongoing advice. Many employees are surprised to learn that they can receive all of these benefits with no out-of-pocket fees.
• A review of your tolerance for risk will be conducted to determine your personalized Risk Profile. Investment recommendations will be based on your unique profile.
• A Decision Investment Advisor will meet with you one-on-one to help you decide how to invest your 401K.
• You will receive ongoing, active management of your 401K investments to keep you on the path toward reaching your goals.
• You will receive these benefits and more with no out-of-pocket fees.
Your Retirement Plan Provider must offer a self-directed option for you to open an account.
Brokerage firms like Schwab and Fidelity are restricted from providing advice on these accounts; however, your 401K retirement plans allow you to appoint an independent advisor. That’s where Decision Investments fit in. Because we are a fiduciary, we can provide to you the same level of service we provide to all of our clients, in your plan.
Want to reach your investment goals?
It’s time to harness the power and flexibility of a self-directed 401K – we’ll show you how.
For a no cost, no obligation review of your 401K, including complimentary analysis of your existing holdings and proposed allocation, just schedule a meeting below.
4445 Eastgate Mall #200
San Diego, CA 92121
P. 858-812-3026
F. 858-812-3319
info@decisioninvestments.com
