Professional Asset Management and Financial Advice

Active Management of Retirement Accounts (AMRA)

Many investors have good intentions to monitor their investments regularly, but lack the time and/or knowledge to effectively evaluate and select investment options based on their investment objectives and life stage. When it comes to investing, basic risks do not change however our perception of risk changes quite frequently. Individuals may often feel overwhelmed when faced with these decisions and often make no decision at all!

 

This program is designed for individuals that may not have the time, interest, or expertise required to monitor their individual investments in light of changing market conditions, changes in life, or changes in plans in general. Sanford Advisory Services offers the following through our AMRA program:

 

  • Objective review and analysis of risks and individual goals

  • Individualized risk assessment

  • Discretionary management of retirement accounts through TIAA-CREF and/or Fidelity

  • Comprehensive financial planning

  • Customized retirement income planning and projections

  • Review of all assets held outside of TIAA-CREF and Fidelity accounts

  • Proactive engagement - we will contact you for periodic reviews

 
For more information contact Jane (jbrady-ertz@sanfordadvisory.com

The AMRA program offered by Sanford Advisory Services (SAS) to Western Michigan University and Bronson Healthcare employees. This is a unique investment management program applied to TIAA-CREF and Fidelity Investments that allows participants the ability to hire professional financial advisors to oversee individual retirement plan investments on a discretionary basis. 

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