Did you know that some workplace retirement accounts—such as 401(a)s, 401(b)s, 457(b)s, TSPs, 401(k)s, and 403(b)s—can be managed by your financial advisor? Studies show that professionally managed accounts can outperform unmanaged accounts by 3.32%, net of fees. For a 45-year-old participant, this could translate to 75% more wealth at age 65!
SDBA Program:
Self Directed Brokerage Accounts
SDBA PROGRAM: Professional Portfolio Management for Workplace Retirement Accounts
Government Employee Wealth Advisors can help. New technology allows self-directed brokerage accounts within some plans, giving you the choice of having your retirement funds professionally managed. We can view, manage, and trade, providing you with the benefits of comprehensive portfolio management. This new service is handled through our sister firm, Nautica Asset Management, a registered fiduciary advisory firm.
Let’s talk about your retirement, and whether Government Employee Wealth Advisors can help you with our SDBA Program. Call us at (734) 794-3885, set up a meeting, or send us a message here.
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The information provided herein is the exclusive property of Government Employee Wealth Advisors, a DBA of Nautica Asset Management LLC. This material has been prepared for educational purposes only. It is not intended to provide nor should be relied upon for accounting, legal, tax, or investment advice.
Helping government employees choose benefits, improve their financial futures, and retire successfully.
480 N Canton Center Rd. #87919 • Canton, MI 48188 • Phone: (734) 794-3885
