While it may sound like an oxymoron… a self-directed 401K is not an account that is managed by an investor, it is managed by Decision Investments, a fiduciary advisor. This type of account provides you with enhanced flexibility by opening the door to a world of investment opportunities not typically offered in many retirement plan investment offerings. More importantly, you receive our portfolio management, financial planning services, and 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 or other employer-sponsored retirement plan with many of the freedoms of a brokerage account. You no longer have to settle for a bundle of mutual funds or EFTs. Together, we will design and manage your portfolio, so you participate in some of today’s biggest equity names.
It starts with us customizing an investment portfolio for your plan based on your unique risk tolerance and long-term goals. We then actively manage your portfolio and provide you with advice. Many employees are surprised to learn that they can receive all of these benefits with no after-tax or out-of-pocket costs.
• A personalized Risk Profile with recommendations based on your needs will be conducted.
• You will work one-on-one with a financial advisor 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.
Contact us to help you determine if your 401K can become a self-directed 401K and set your 401K investment options free. It’s time to put the power and flexibility you need to reach your financial goals into your 401K – we’ll show you how.
4445 Eastgate Mall #200
San Diego, CA 92121
P. 858-812-3026
F. 858-812-3319
info@decisioninvestments.com
