Investing

For Businesses

Wisely Advised works with public & private institutions, municipalities, and local businesses.

Retirement Plan Design & Implementation

Creating and implementing the right retirement plan can be a challenge. Changes in federal legislation and regulations occur regularly and keeping current on these laws requires ongoing study and attention. We can provide an in-depth review of your existing plan to make sure that it is compliant and maximizing all of the current benefits that are available.

Pension Consulting

Wisely Advised consults on private and public pension plans. We act as a fiduciary to the plan and help the trustee’s to determine the plan’s investment objectives and restrictions, allocate plan assets, select money managers, choose fund options, track investment performance and help select other service providers needed by the pension plan. Our job as the Investment Adviser is to provide unbiased advice and provide complete transparency to each and every one of our clients, ​

How We Manage Differently

When we manage a retirement plan for a client we review every part of the plan. We start by evaluating the plan’s internal fees, investment selection, current record keeping platform, and Third Party Administrator. If we believe changes need to be made we obtain proposals from third party vendors and implement the changes.
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When we become the Advisor to your retirement plan we treat your participants differently. We offer the following services to the participants of your retirement plan:

  • Ongoing Investment Education
  • Enrollment Assistance
  • One-On-One Personal Consultations
  • Quarterly Investment Reviews
  • Financial & Investment Newsletters

We provide advice & consulting services for the following types of retirement plans: ​

  • Traditional, Safe Harbor, Roth & Solo 401(k) Plans
  • 403 & 457 (b) Plans
  • Profit Sharing Plans
  • Union Pension Fund
Being an independent Registered Investment advisor differentiates Wisely Advised from a traditional broker because we always act as a fiduciary on your behalf.