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We are a registered investment
advisors whose primary business is that of a discretionary
money manager.
If you have a
broker/financial advisor recommending your 401K/403B allocations,
please understand that most are salesmen. The vast majority
pay
little attention to the financial markets.
They have no incentive to actively monitor your workplace retirement
account because they get nothing out of it.
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We have no affiliation with the
mutual funds in your retirement account and can provide you with
an objective opinion.
Most 401k/403b
representatives have an affiliation with the mutual funds
within the plan. This means that the company's they
represent tend to benefit more if you are invested in high
fee paying funds. They are not investment professionals and
most likely spend no time watching the financial markets.
401ok.net is a
service provided by Regan Investments Inc. Please refer to our
website
for
additional information including a copy of our ADV (full disclosure
statement).
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