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.