Pariveda 401(k) & Wealth Manager Programs

Focus on What You Do Best!

Whether you’re just beginning to reap the rewards of a dedicated career, transitioning jobs, or easing into retirement it’s likely you’ve come to realize that your greatest personal successes come from focusing on what you do best, and what you enjoy.

For most, investing is neither a well-honed skill nor an enjoyable hobby.  Yet competent investment decisions are critical to achieving the financial independence we all desire and deserve.  Aligning your interests with an astute, conflict-free, investment manager may be the wisest financial decision you’ll ever make.

We created the Pariveda 401(k) and Wealth Manager programs with your needs in mind.  Simple, convenient, and refreshingly conflict-free – to get you back to focusing on what you do best!

Performance Driven Management

As a company, we’re out to deliver a truly superior investment management experience; one that visibly enhances our client’s lives while setting higher standards for the industry.  

We recognize that our ultimate success hinges not on marketing hyperbole, but on the results we deliver and the trust we establish with each client over time.  As such, we’re performance driven and client focused – in our publicly stated investment goals, client communications, business practices, and even how we are paid.

 ► Investment Goals

We seek to achieve annual returns of 3-5% above each client’s personal benchmark, after fees, over a full market cycle.

► Performance Monitoring We pro-actively present our realized performance versus each client’s personal benchmark on all quarterly reports.  If we’re not meeting our goals, you’ll know.
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 ► Business Practices

Pariveda is an independent, fee-based, registered investment advisor.  We do not participate in any “revenue-sharing” agreements for placing financial products with clients.  Our only revenue source is from you, the client.

Furthermore, Pariveda does not take custody of client accounts.  Instead accounts are held in the client’s name at leading brokerage firms. We simply retain discretion for their management.

 ► Fees & Management Contracts

We think you’ll find our fee schedule extremely competitive.  Moreover, our investment management agreements are flexible, allowing you to discontinue our service at any time, for any reason, without a penalty.

You Save It, We’ll Manage It

Yet, of all the reasons to consider the Pariveda 401(k) and Wealth Management programs, perhaps the most valuable is the discipline and structure we bring to the daunting task of long-term wealth accumulation.  

Together we can achieve your goals…you save it, we’ll manage it.

To find out more, e-mail or call us today at 650.688.5785 or 1.888.688.5780.