Investment Services
Bridge Portfolios
For individual participants who feel unprepared or uncomfortable managing their own investments as part of their retirement plan, our advisory services provide a streamlined process for managing the account on behalf of the participant. This option offers participants the ability to have professional money management for their retirement plan accounts along with both investment selection recommendation and trade execution. To obtain additional information about the Bridge Portfolios or to enroll in the professional money management services, please call (512) 258-4040 or email us.
For individuals who wish to personally invest funds from outside their retirement plans, we offer a comprehensive investment solution. We offer investment plans including Individual Retirement Accounts, 529 Plan college savings accounts, as well as personal investment accounts for individuals, families, and corporations.
Securities offered through Securities America, Inc., member FINRA / SIPC. Advisory Services offered through Rice Investment Advisory Services, Inc. Bruce A. Rice, Representative and Anderson Financial, Inc. Erik J. Anderson, Representative. Rice Investment Advisory Services, Inc., Anderson Financial, Inc., Employee Incentive Plans, Inc., and Securities America, Inc. are separate entities and are not affiliated with any other entity named on this site.
The Investment Fiduciary standard of care applies to advisory services only. | Tax and Plan Administration services provided by Employee Incentive Plans, Inc.
Insurance licensed in the state of Texas
Securities Licensed in AK, AL, AZ, CA, CO, DE, FL, GA, HI, IL, KS, KY, LA, MA, MD, MI, MT, NC, NJ, NM, NV, NY, OK, OR, SC, TX, UT, VA, WA, WI
This is not a CPA firm
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