Taking a proactive approach to your retirement assets.

Engage professional investment management services for one of your largest assets – your company retirement plan.

Make your retirement plan work for you.

You’ve worked hard to build your savings. And, typically, your company retirement plan is one of your largest assets. Juggling work and life can make it tough to get motivated to log into your company retirement plan. Information overload is a real consideration when it comes to understanding the investment options available and making the investment decisions that will allow you to meet your goals. It’s a lot of work!

Let us manage your retirement account.

Effectively managing your investments and making informed financial decisions takes time, skill, and effort. Alexis Advisors can proactively manage your company retirement plan on your behalf so you can skip deciphering lengthy plan information and fund options.

Additionally, studies have shown that professionally managed accounts may generate 3-4% higher returns per year, net of fees, than investors’ self-managed accounts. Check out some of the studies that illustrate the value-add of working with an advisor.*

Reach out to learn more. The longer you delay paying attention to your investments, the harder it can be to use your retirement plan to empower your future.

How to get started

There are only a few steps required to access our retirement plan investment services. Set up is quick and secure – all you have to do is sign an agreement and connect your custodian platform to us, where we can review investments and make trades on your behalf.

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