We offer products to suit various needs.  Whether you have money invested in deferred tax accounts (like 401ks, IRAs, etc.) or have a post-tax brokerage account; whether you would like to do some work and learn along the way or you have a full plate already and want us to do all the heavy lifting for you; or you have a watchlist of funds you like to track.  We have an affordable product for you. Our product offerings start from $360 per year and go up to $3,650 per year, depending on what you sign up for.  These are flat fees based on the service you sign up for and NOT based on the $ amounts you invest.  Whether your investments are $10,000 or $1,000,000 you get one low fixed rate.  The information we provide is powerful yet simple, which will help you make your money work hard for you (you have already worked hard enough to earn it).


Basic

$360

Per Year
  • IDEAL FOR self-managing two 401k/403b portfolios
  • Enter up to 50 funds allowed by employer’s plans 
  • Get automated guidance and buy/sell indicators for all funds
  • MONITOR their PERFORMANCE, AND SELECT FUNDS per your risk-return preferences
  • trade through your plan’s website
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Premium

$650

Per Year
  • ideal for self-managing your ira, roth ira and after-tax portfolios held with your broker
  • includes basic service for two 401k/403b portfolios 
  • additinally, each quarter, get a short-list of up to 50 funds selected by our premium robot from your broker’s list of 3000+ no load funds choose FUNDS FROM the premium list based on your risk-return preferences 
  • trade through your broker and your plan’s website
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Sign Up!

Strategies

$3,650

Per Year
  • use this plan for self-managing large $ ira and after-tax portfolios, when you don’t want to spend time selecting funds each quarter, but still want our disciplined approach to investing 
  • includes basic service for two 401k/403b portfolios
  • each quarter, get a list of up to 10 funds selected by our strategy robot from your broker’s list of 3000+ no load funds
  • Trade per the strategy list each quarter through your broker
  • and Trade your 401k/403b portfolios through your plan’s website
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