We now offer Active401k professional allocation advice specific to the funds in your plan. They can use all the funds in your plan, or just the ESG options available. This service can be added to the plan by the employer or individuals can sign up if the employer decides not to offer this service.
Three core beliefs about the markets are the foundation of their tactical strategy model. The analysis concentrates on using mathematics instead of predictions or opinions to identify current market trends and the best performing options available.
The tactical model uses a Simple Trend And Rank (STAR) portfolio construction that evaluates risk and different financial positions quarterly. This investment model has been awarded the DALBAR Validation certificate, providing an important level of security and compliance to a retirement account strategy.
3 Core Beliefs to Protect Your Retirement
- We don’t know where the market will go – and neither does anyone else.
- Stock and bond markets constantly display identifiable trends.
And sometimes it’s prudent to move money out of the markets.
- Along the way there will be outperformers and underperformers.
A Compliant Non-Discretionary Solution: We do all the heavy lifting and the participant stays in control with personal guidance on a quarterly basis, utilizing DALBAR Certified models, their unique risk profile and options.
An Innovative Approach & System: Proactive participant engagement with a simplified approach to onboarding, guidance, and monitoring via email and text linking them to their personal dashboard.
Through Simple, Turn-Key Technology: URL or API integrated, scalable, non-competing, white-labeled and participant friendly without all the overhead normally associated.
Schedule a demo today. https://socialk.com/contact/