University Employees

Man­ag­ing Your Uni­ver­sity Retire­ment Plan

One of the most impor­tant finan­cial assets you have is your uni­ver­sity retire­ment plan. Over the course of your career, the uni­ver­sity will poten­tially con­tribute thou­sands of dol­lars to your account and, of course, you will be con­tribut­ing sub­stan­tial sums tax-free too. Man­ag­ing an invest­ment of such sig­nif­i­cance is no small task. The uni­ver­sity has made avail­able nearly 200 invest­ment choices offered by dif­fer­ent com­pa­nies. Which com­bi­na­tion is best for you? When should you make changes or rebal­ance your port­fo­lio? How can you coor­di­nate your per­sonal invest­ments with your retire­ment plan port­fo­lio? How should you man­age risk? These are not issues you should leave to chance, espe­cially as you get closer to retire­ment when risk becomes a greater con­cern. Yet few peo­ple have the time, knowl­edge or incli­na­tion to fol­low the invest­ment mar­kets and man­age their wealth as closely as they should. That is why many peo­ple choose Stan­Corp Invest­ment Advis­ers to man­age their invest­ments. We have a rig­or­ous process, a team of highly skilled and expe­ri­enced pro­fes­sion­als to help you plan and man­age your wealth and sub­stan­tial back-office resources typ­i­cally only found at much larger firms.

What Can We Do For You?

If you engage us to man­age your Uni­ver­sity retire­ment plan, we will reeval­u­ate your invest­ment hold­ings at least four times per year, rebal­ance your port­fo­lio, employ strate­gies to man­age risk, mea­sure results against a bench­mark that reflects your invest­ment pol­icy state­ment and meet with you per­son­ally to review your retire­ment plan and answer your ques­tions. While we do not man­date a min­i­mum account size, we do impose a min­i­mum fee. Con­se­quently, most clients pre­fer to engage our ser­vices with a port­fo­lio of at least $250,000.

Why Choose Stan­Corp Invest­ment Advis­ers

We have been an active mem­ber of the Ann Arbor busi­ness com­mu­nity, as Tisch Invest­ment Advi­sory, since 1983, and man­age hun­dreds of mil­lions of dol­lars of indi­vid­ual, cor­po­rate and trust assets. We pro­vide invest­ment man­age­ment ser­vices to indi­vid­u­als and insti­tu­tions with a vari­ety of invest­ment goals.

Stan­Corp Invest­ment Advis­ers offers you the fol­low­ing advan­tages:

• A fee-only advi­sor com­pen­sated solely by client fees
• Advanced risk man­age­ment strategies
• A repeat­able invest­ment methodology
• A pro­fes­sion­ally accred­ited, expe­ri­enced invest­ment team
• Excel­lent ana­lyt­i­cal and sys­tems resources
• A com­mit­ment to out­stand­ing per­sonal service
• Trans­par­ent and rea­son­able fees

Stan­Corp Invest­ment Advis­ers is a Reg­is­tered Invest­ment Advi­sor licensed to do busi­ness in 50 states.

Free Port­fo­lio Evaluation

If you would like to know more about our ser­vices, we are happy to meet with you and pro­vide a com­pli­men­tary ini­tial port­fo­lio eval­u­a­tion.

For more infor­ma­tion, read our com­pli­men­tary guide, “Make the Most of Your Uni­ver­sity Retire­ment Plan”

If you would like to receive “Make the Most of Your Uni­ver­sity Retire­ment Plan” by eMail, please fill out the fol­low­ing form.