Reshape the way you think about the advice that is available to you.
Investment advice comes in many forms but, not all advice is the same. However, the investment advice of a Fiduciary is provided without bias and conflict of interest.
You may benefit when working with an advisor who is a client first, fee based, independent fiduciary. They do not receive commissions which could cloud their judgement.
A Fiduciary is required to act in good faith from both a legal and ethical perspective.
A fiduciary must do their best to ensure that the advice they provide is made using complete and accurate information. A fiduciary duty provides you the highest standard of care.
Unfortunately that is not always the case
Target Date Funds (2030, 2040, 2050 funds), for example, are extremely popular and are often the default enrollment option.
However, everyone has different goals and objectives. There is no one-size-fits-all way to invest your 401(k) account.
As an independent third-party, 401(k) Maneuver meets the fiduciary standard of putting your needs first–ahead of any brokerage firm, investment provider, or company-provided representative. Our goal is to improve your account performance over time, manage downside risk to minimize losses, and reduce fees that harm your account performance.
We review your account quarterly based on your risk tolerance, current economic and market conditions, and the menu of investment choices made available by your employer plan.
Leave Your 401(k) Account Right Where It Is, and We’ll Do the Rest!
401(k) Maneuver™ is offered by Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Royal Fund Management, LLC, is not affiliated with or endorsed by NASDAQ.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Projections are based on assumptions that may not come to pass.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.