Have Your 401(k), 403(b) and 457(b)
Retirement Account Professionally Managed

Professionally Managed Accounts Can Generate Higher Returns Per Year

• Vanguard’s whitepaper “Putting a value on your value: Quantifying Vanguard Advisor’s Alpha”1 concluded that wealth management best practices can add up to, or even exceed 3% in net returns per year.
  
  
• Russell lnvestments’ whitepaper “Value of an Advisor” concluded that the value of an advisor is approximately 5% per year.

Professionally Managed Accounts Can Generate Higher Values Over 20 Years

• Applying Vanguard’s whitepaper conclusion of 3% per year generates

https://advisors.vanguard.com/insights/article/putting-a-value-on-your-value-quantifying-advisors-alpha

Retirement Plan Providers include:

and Many Others

Any illustrations, projections, or estimates are hypothetical, are not based on actual client results, and should not be relied upon as a prediction of future performance. Investing involves risk, including possible loss of principal.