Choose an Investment Option That Best Suits Your Needs

Many company-sponsored retirement plans offer the ability to invest your contributions through a more traditional brokerage account. This is often referred to as a self-directed brokerage option, brokerage link, or mutual fund window. At Retirement Management Systems Inc., we can help you funnel your 401(k) money into one of the mentioned accounts. This means you will be able to invest in a much more diverse selection of options.

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Investment Portfolio Management

There are nuances to how we manage the money based on the platform where your account will be held, which you can further discuss with your financial advisor. Using the options available through the brokerage platform, we can help you construct and manage a portfolio. These choices include the following:

  • Fidelity
  • TD Ameritrade
  • Charles Schwab
  • Pershing

Why Choose Us

By working with us, you will more likely achieve your investment goals. We are highly capable of offering diverse options, understanding your needs and decisions for your 401(k) plan, and expanding your ability to invest more.

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Connect With Us

Ensure successful retirement with our expert team. To request our assistance, please feel free to get in touch with us.