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Do you remember the day you were given an enrollment form for your company's 401K? You were given a list of maybe 50 to 100 mutual funds from which to invest. Do you feel confident about the choices that you made that day? You've taken the important step to save for your retirement, now it's time to take the next step and become an active participant in how those dollars are invested. OnTrack can help you take charge of your retirement future
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Using our unique decision based algorithm, we select a small number of mutual funds and/or ETF's from the choices offered within your 401K, 403B, IRA accounts.
We then evaluate the selected mutual funds and ETF's to ensure they are aligned with your personal investment goals. At the close of market each day, the performance of your investment account is compared to the performance-risk criteria computed by the algorithm for that account. Daily, an OnTrack representative will personally evaluate these results and determine if rebalancing, reallocation, or holding the current position is required. |
OnTrack cannot add or remove funds from any of your investment accounts. As a registered Investment Advisor, we are required by law to put your financial interests before ours. We simply require a quarterly management fee for our services.
For details regarding our services, visit our services or give us a call.
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