The retirement market is controlled by the mutual fund industry which ties payment for plan services to revenue sharing practices. Recognizing this fundamental fact‚ Invest n Retire® decided to go against the tide by designing a recordkeeping system (patent pending) which cost-effectively trades exchange traded funds (ETFs). Our system allows employees to own whole and fractional shares of ETFs in their retirement account.
Experience teaches recordkeepers that old legacy recordkeeping systems (which were built to trade mutual funds at NAV closing price) are inadequate for trading ETFs. Instead of attempting to build on top of an out-dated system‚ Invest n Retire® built its system from the ground up using the latest software platform which runs in an enterprise environment making it scalable.
Invest n Retire® is universally recognized as the only recordkeeper who shuns the status-quo. In addition to eliminating hidden fees‚ the range of ETF offerings enables diversification across a broad spectrum of market segments allowing asset allocation policies to be implemented with precision. By accomplishing our goal‚ we assist your employees in intelligently planning for their retirement savings needs.
Company Brochure and Fee Disclosure
Address: 506 SW 6th Avenue Suite 1200 Portland‚ Oregon 97204
Contact: Daniel Kluza‚ Director of Marketing‚ 503-419-2894 x 103
Email: daniel@investnretire.com