Are you making the right choices with the

money in your 401k? 


Our Math-based models guide you in and out of the stock market. 

We monitor and advise - you simply take action.


401k Investing Made Easy! 

1. Tell Us About You

We’ll recommend an investment strategy for you based on your growth and risk objectives.

Click Here for Risk Analysis

2. Tell Us About Your Plan

We already monitor thousands of retirement plans, chances are we’ve got you covered.

Click Here - tell us about your Company plan

3. Follow Our Lead

You’ll immediately see the current investment recommendations for your plan - tailored to your personal preferences.

4. Stay on Top of Things

Whenever our ActivePortfolio strategies suggest that a change is in order, you'll be notified via email.

How Can this Service Help You

Unlike ‘robo’ investment services, our active management strategy does much more than simply rebalance your portfolio. When the risk of loss is high, we reduce stock market holdings to minimal percentages, based on the strategy that fits your risk tolerance.

Dynamic Risk Management Strategy

Our tactical strategy concentrates on using mathematics instead of predictions or opinions to identify current market trends and the best performing options available.  Using 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.

Mistakes In Your 401k Can Be Costly

You have worked hard your entire career to save for retirement; now is not the time to be passive about protecting your nest egg. Instead, let us show you how spending just TEN MINUTES, ONCE A QUARTER can allow you to be proactive in managing your 401k. You might not know there is an alternative to the traditional Buy-and-Hold method. Our method helps you maneuver the ups and downs of the market. Don’t let inaction on your 401k force you to outlive your money!

We’re Legally-Obligated to Act In Your Best Interest

… and as such, we have an organized, disciplined, math-based method based on real-time market trends, for all of our investment recommendations to you.  We call it ‘Fact-Based Investing’; we think you’ll call it, ‘confidence-building’!  Check out Investment Policy Statement

A Few Mouse-Clicks + Copy/Paste, And You’re Set

It’s as easy as it gets:  Your personalized report, taken from your log-in area of this website, makes managing your 401k from/with your employer’s 401k website, truly a breeze. 

A ‘Smooth Ride’ Based On Your Personal Tastes

Some people like to be heavily-exposed to stocks; some people like to be more restrained in their stock market participation.  We use award-winning technology to quantify your personal risk tolerance with precision, in order to create a strategy that will align most closely with your stated comfort level.

Click Here for Risk Analysis

“It's only when the tide goes out that you discover who's been swimming naked.”

 -Warren Buffett “The Oracle of Omaha”-

“Rule No.1: Never lose money. Rule No.2: Never forget rule No.1.”

 -Warren Buffett “The Oracle of Omaha”-

 “Be fearful when others are greedy and be greedy only when others are fearful”

 -Warren Buffett “The Oracle of Omaha”-

“I am more concerned about the return of my money than the return on my money.”

 -Warren Buffett “The Oracle of Omaha”-

"The essence of investment management is the management of risk, not the management of returns."

-Benjamin Graham-

"The Dean of Wall Street"

“Be fearful when others are greedy and greedy only when others are fearful.”

 -Warren Buffett “The Oracle of Omaha”-

“Loss avoidance must be the cornerstone of your investment philosophy.

 -Seth Klarman-

“The most important rule is to play great defense, not great offense. Every day I assume every position I have is wrong. I know where my stop risk points are going to be. I do that so I can define my maximum drawdown. Hopefully, I spend the rest of the day enjoying positions that are going in my direction. If they are going against me, then I have a game plan for getting out.”

- Paul Tudor Jones -

“The greatest mistake of the individual investor is to think that a market that did well is a good market rather than a more expensive market.”
-  Ray Dalio -

“The best way to measure your investing success is not by whether you’re beating the market but by whether you’ve put in place a financial plan and a behavioral discipline that is likely to get you where you want to go.  In the end, what matters isn’t crossing the finish line before anybody else but just making sure that you do cross it.”

― Benjamin Graham, The Intelligent Investor

“The longer the bull market lasts the more severely investors will be affected with amnesia; after five years or so, many people no longer believe that bear markets are possible.”

― Benjamin Graham, The Intelligent Investor

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