Broker Check

Seamlessly Managing 401Ks

For Over 25 Years

On average, employees using help had median annual returns that were 3.32 percent higher, net of fees than participants managing their own portfolio Source: Aon Hewitt & Financial Engines, May 13, 2014

Source: Aon Hewitt & Financial Engines, May 13, 2014

People do not make time nor have the expertise to manage their retirement assets. Our unique service provides:

  • Personal Full time 401k Management- We may have a relationship with your 401k provider which allows us to fully and seamlessly manage your 401k.  We have custodial relationships with the two of the largest providers in the world. (See Brochures Below)
Our Custodial Relationship (Over 25 Years)
Managing Your Account Directly (See Page 7)

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Are you giving your 401K the attention it needs?

  • *Flexibility to Keep you properly diversified- We help you access thousands of mutual fund investments.

Are you properly diversified?

  • Personal Full time management of IRA, Rollovers, & Other Savings Accounts – We provide service to any other eligible accounts for management.

*Please note diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.


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Call us to learn more about your 401k and how we can directly help you.

info@greenshieldscapital.com   |  (800) 260-7854