Pariveda 401(k) & Wealth Advisor Programs

The Responsibility is yours…But so are the Rewards

401(k), 403(b) and other defined contribution savings plans place the burden of retirement security squarely on your shoulders. Yet most employee accounts remain under-funded and under-utilized due to lack of time, interest, ability or confidence. 

The irony is that when leveraged properly most defined contribution plans have the potential to provide employees with far greater financial security than they would have received under previous defined benefit arrangements.

Are you getting the most out of your 401(k) plan? 

We’re here to show you how.  Pariveda has been providing free educational guidance to 401(k) plan participants for nearly four years. The results speak for themselves.

Get With the Program

The Pariveda 401(k) and Wealth Advisor programs offer a disciplined and comprehensive approach to personal investment management focused solely on the investment options and issues relevant to you.  

We offer ongoing diversified model portfolio recommendations, fund reviews and insights that subscribers are free to leverage in any way they see fit.  Quarterly updates are announced to subscribers by e-mail and timely commentaries can be tracked as RSS feeds.

Like our professional management services, the Pariveda 401(k) and Wealth Advisor programs are performance oriented.  Our goals for the model portfolios are formidable and explicit – to outperform standard market benchmarks by between 3% and 5% per year.  More importantly, we track our progress on a continuing basis, ensuring that you’ll know if we’re meeting our objectives, or falling short.

Why Free?

At Pariveda, our mission is greater than building a profitable business. It’s about raising the standards of the industry and, in the process, expanding the market for professional investment management services.

Specifically we seek to

► Build loyalty and trust through ongoing, pro-active accountability.

► Offer value to everyone, regardless of their ability to pay.

► Dispel the notion that out-performing the market over the long-term is unrealistic.

Showcasing our expertise within the 401(k) community provides a logical, high-impact means of introducing individuals to our services.

We’re confident that as we continue to deliver value and build trust with you, you’ll keep us in mind as fee-generating opportunities arise.