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Consolidating investments into one advisor
To simplify the process, we recommend calling one of our experienced Rollover Specialists at 1-888-345-9166.
Your dedicated specialist will: This information is for educational purposes only and is not intended as a personalized recommendation or fiduciary advice.
, you can build a well-rounded portfolio from more than 80 no-load mutual funds across a variety of investment strategies.There are different options available for your retirement plan investments.You should consider all options before making a decision.In fact, it may make it harder to see your holdings, and may actually conceal very similar investments in various accounts.Consolidation may make it easier to allocate assets according to your investment strategy.If you are one of these people, consolidating your accounts may help you save time and may provide a more comprehensive view of your financial situation.When you have multiple accounts, it can be more difficult to understand how much money you have and where it is.It also may allow your financial advisor to provide you with broader services and easily integrate your retirement accounts with a financial plan.Having money in multiple accounts with different funds does not necessarily make your portfolio more diversified.Over time, you may even lose track of some older accounts.Consolidating your accounts can save time by reducing the number of accounts you have and need to track.