Enjoy the flexibility of greater choices of investments inside your retirement plan and receive ongoing Portfolio Management and Financial Planning services. With a self-directed retirement plan, you can make investments in your 401K or other employer-sponsored retirement plan with the freedom of a brokerage account. A self-directed retirement plan is a brokerage account that resides within your employer-sponsored retirement plan. In addition to the limited choices typically offered by retirement plans, they let you invest in a much wider range of investments.
That’s where Decision Investments fit in. Because we are a fiduciary for our clients, we can provide to you the same level of service we provide to all of our clients, in your plan.
Decision Investments can help you manage any retirement account including 401K’s and 403B, 457, SEP-IRA’s, and many more. We customize a solution for you with the investment options available in your plan. We then actively manage these for you on an ongoing basis and give you real-time advice. Many employees are surprised to learn that they can receive all of these benefits with no after-tax or out-of-pocket costs.
• An investment professional to work with you personally and help you decide how to invest your 401K?
• A personalized Risk Profile with recommendations that are based on your needs?
• Ongoing, active management of your 401K investments to keep you on track with your goals?
• To receive these benefits and more with no out-of-pocket fees?
So, you end up with what sounds like an oxymoron… a self-directed 401K that is, in fact, managed by Decision Investments.
4445 Eastgate Mall #200
San Diego, CA 92121
P. 858-812-3026
F. 858-812-3319
info@decisioninvestments.com
