401k Investing Source

Need another set of eyes on your 401k? 

We will provide you with an assessment each quarter of your 401k investment options showing the top equity investments based on relative strength to invest your equity position.  Then each quarter we reassess the holdings and send a report showing any changes you may want to make to your 401k.  For a small quarterly fee.

We input all your company investments

We input all your company investments

Here is a sample 401k with multiple holdings.  I randomly picked these Fidelity funds.   

January 2024 holding screen 

January 2024 holding screen 

This is the ranking from January on 5 funds to invest in.  This will be sent out with commentary along with the full report.