YOUR FUTURE RELIES ON TODAY'S INVESTMENT DECISIONS.
ARE YOU SURE YOU'RE MAKING THE RIGHT CHOICES?
Don’t risk your retirement plan growth on guesses. Be confident with Provizr professionally managing your University retirement accounts. You'll know you're doing the best you can with your investments.
WHY WORK WITH PROVIZR?
UPGRADE YOUR FUTURE
You deserve a happy retirement
from your University.
We can help you reach your goals.
BE INFORMED
Work with a team that specializes exclusively in University Fidelity &
TIAA accounts.
TAKE CONTROL
Cut through the confusion with an easy to understand personalized investment plan that we can execute for you.
University Fidelity and TIAA retirement plans can be complex, and require a lot of attention.
This can become overwhelming and cause ambivalence or worse, complacency about your account management.
Why spend countless hours struggling to figure out your retirement accounts on your own, especially when so much is riding on their success?
DON'T LET
UNCERTAINTY
ROB YOU OF THE
RETIREMENT
YOU DESERVE.
YOU CHOSE YOUR SPECIALTY.
YOUR FINANCIAL ADVISOR SHOULD, TOO.
​ While other advisors may include University employees in their workscope,
Provizr works exclusively with University retirement plans - nothing else.
Our team of Accredited Investment Fiduciaries work tirelessly developing personalized strategies within the University Fidelity and TIAA accounts
to help you achieve your retirement goals.
We make it easy for you to understand your financial situation, provide consistent communication, and work with you to create a plan - and execute that plan for you.
This means you get to spend more time on living life while knowing you've done the right thing for your retirement future.
WORKING WITH PROVIZR IS EASY.
Our process can be broken down into 4 easy steps:
Schedule a 30 minute meeting - in person, virtual, or phone.
We will discuss your current financial situation and goals.
Your Provizr Blueprint and investment plan is created.
Want us to execute the plan for you? Sign up for our professional management and enjoy confidence in your retirement.
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BLUEPRINT FOR SUCCESS.
The FREE Provizr Blueprint is an unbiased analysis of your
University retirement portfolio. It provides:
- In-depth review of your funds
- The good, bad and ugly of your current portfolio
- What you are paying in fees
- Our recommendations for your portfolio
- Roadmap to retirement - shows how much you'll need for your goals
SEE HOW WE DO IT
On the fence about getting your University retirement on track?
Watch below for the inside scoop on working with Provizr.
Want some more info before signing up?
Alan Brilliant, Co-founder explains the process of our FREE Provizr Blueprint.
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INTERESTED IN THE FULL PACKAGE?
WE HAVE SIMPLE PRICING.
Hover for more information
ACCOUNT VALUE OVER $2 MILLION
0.50%
ACCOUNT VALUE UNDER $2 MILLION
0.75%
What you'll get:
Sophisticated Investment Strategies
Automated Portfolio Management
Annual Reviews
Confidence a Fiduciary is professionally and proactively managing your portfolio
Managed Account Platform Fees
Accounts managed by Provizr are assessed an annualized fee (“Advisory Fee”) for services rendered. The Advisory Fee is based on the value of assets in each account and is payable quarterly. Advisory Fees are calculated as of the account value on the first day of each billing quarter (March 31st, June 30th, September 30th, December 31st) and assessed in the following month. Initial quarterly Advisory Fees will be prorated. Assessed fees are paid directly from the account.
No additional deposits or direct payments will be required from the client.
Example:
Let’s say, for simplicity’s sake, that you have $104,000 in your account. Our annual fee is 0.75% for this size of account. We bill quarterly based on the value of your account. So let’s say you sign up with us on March 31st. On March 31st, we will record the value of your account which is worth $104,000 for example.
Our billing would look like this:
March 31st value: $104,000
Provizr annualized fee: 0.75%
Quarterly fee billed: $195 ($104,000 X 0.75% / 4)
*This is a hypothetical example and is not representative of any specific situation.
FINANCIAL EDUCATION FROM PROVIZR
At Provizr, we value your success. We know the financial world can have a steep learning curve, so we created a suite of educational resources that we are offering free of charge to help you gain a fuller understanding of how your University retirement accounts work.
Take a look through our collection of guides, quizzes
and videos and see what we have to offer.
WHY YOU'LL LOVE THESE GUIDES:
-
Custom-Tailored Tips: Straight from the pros who know University Fidelity and TIAA inside out.
-
Market Savvy: Get ahead of the game, whether the market's up, down, or sideways.
-
Aha! Moments: Discover strategies that turn "Huh?" into "Aha!" and set you on the path to retirement bliss.
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OUR SEVEN PROMISES TO YOU.
1. No long-term contracts. Cancel anytime.
2. We always take the time to understand you.
3. We will educate you.
4. Account size does not matter to us.
5. We solve problems, not pitch products.
6. We stay in touch.
7. We will always tell you the truth... even when the truth hurts.
MEET THE PROVIZR TEAM
Provizr is an investment advisory firm solely focused on helping University employees and retirees. We are professional financial advisors with the ability to provide active management of both your University Fidelity and TIAA retirement accounts, but more than that we are passionate individuals who love our work.
Alan Brilliant
Co-Founder/Principal
Cassandra Malmquist
Director of Client Relations
Penny
Director of Morale
David Fransko
Co-Founder/Principal
Chandler Smith
Financial Analyst
Michael Kaplan
Co-Founder/Principal
Heather Asteriou
Creative Marketing Director
CONTACT US
777 E. Eisenhower Pkwy. Suite 742 Ann Arbor, MI 48108
email: help@provizr.com
Phone: 734-864-4500
Fax: 734-369-3037
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