Retirement Account Investment Management

Asset allocation models for retirement accounts are actively managed by a knowledgeable Investment Advisory Committee. The committee is held responsible and takes on risk for the selection, monitoring, and removal of funds through the investment process.
We have a customized approach to actively managed asset allocation models. Our asset allocation models provide a simple way for participants to select an investment portfolio that meets their risk preferences and retirement planning objectives. Along with asset allocation models, Avantax Retirement Plan ServicesSM offers an open architecture platform and self-directed brokerage options.