Self-Directed Investments

Self-directed investment accounts within employer-sponsored plans can be a great opportunity to access a diverse mix of investment opportunities, including stocks, bonds, exchange-traded funds, alternative investments and more. Once you’ve built up a balance in your account, we can work with you to evaluate your options and execute a self-directed strategy to help maximize your outcomes.

Not only do self-directed accounts allow you to access a wide universe of investment opportunities, they are also often less expensive than the investments in your plan’s core lineup. Taking advantage of these lower expenses can add up to significant savings over time.

Another benefit of our self-directed brokerage account advice is that these accounts provide us flexibility to better align your retirement plan savings with other outside investment accounts.