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Seamlessly Managing Your 401K - Intelligent

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.

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.

Fidelity Investments is a an independent company and a service provider to Greenshields Capital LLC.  Working with Fidelity Investments gives Greenshields Captial LLC access to a wide range of products and services that can help us serve the needs of our clients.

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Thank you!

Call us to learn more about your 401k and how we can directly help you.   |  (800) 260-7854