4-Step Method.
401KNOWLEDGE
It's all about the Rankings
Our analysis utilizes the same process to rank investment choices whether they are stocks, bonds or mutual funds thus creating a ranking system. The ranking system signifies us to how each investment choice measures against the other available investment choices at that point in time. And research has shown that by selecting the top performing investment choices and reevaluating those choices on a continual basis provide favorable returns over a standard allocation of stocks and bonds which are based simply on percentages. Just like whoever is preseason number one team or player may not be at the end of the season. Thus, to win you need to be pulling for the strongest team and frankly switching allegiances.
1...
upload.
Upload a list of your funds and their correspondence symbols that are in your portfolio or 401K investment choice listing. >> Get started here.
2...
analyze.
The matrix ranking system is run comparing all the available funds including a cash option. From this analysis, a report is provided for your review.
3...
report.
The matrix is forwarded with an explanation of the funds and what percentage of each fund we would invest if we were investing in that portfolio for your review and implantation through your 401k provider.
4...
reevaluate.
Your matrix will be reevaluated monthly to determine which funds have move up or down in rankings of which will be forwarded.