ANN ARBOR, Mich., Nov. 2, 2016 /PRNewswire/ -- A group of Ann Arbor-based wealth management veterans today announced the launch of Provizr, a local investment advisory firm, created to specifically help university employees more effectively manage their university-sponsored retirement accounts.
The independent firm provides portfolio management and retirement guidance services to university staff and administration, primarily focusing on University of Michigan (U-M) faculty and administrative staff.
Provizr is led by three industry veterans with a combined 50 years of experience in the financial services arena. Using sophisticated strategies, the Provizr team analyzes markets, places necessary trades, and monitors its clients' accounts to help them meet their retirement goals. In addition to the local and customized approach, Provizr differentiates itself from other investment services by providing clients with a dedicated advisor and automated portfolio management.
"Investing can be complex and time consuming, and the university employee has never really had a dedicated resource to help them navigate their way to retirement. That's why we are excited to launch Provizr and help our local university community with its unique retirement planning needs," said David Fransko, managing partner, Provizr. "The services we offer are niche to this community and we work one-on-one to ensure our clients have more time for family and friends, and less stress about their financial future."
Provizr is a fiduciary and has existing relationships with both Fidelity and TIAA, so employees do not have to transfer their accounts. The company will help individuals with their 403(b), 401(a) and/or 457(b) plans which are retirement accounts specific to certain public and non-profit institutions.
Provizr is located at 900 Victors Way, Suite 240, in Ann Arbor, MI 48108. Full details about the services offered are available on their website, MyProvizr.com.
Provizr is a Registered Investment Advisor that provides personalized retirement guidance for university employees. Its mission is to provide local expertise for the unique retirement planning needs of university employees. To learn more, follow Provizr on Facebook, Twitter and LinkedIn.
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