CUSTOM PORTFOLIO MANAGEMENT

Life is full of financial challenges. But if you are like most people, building and protecting your hard-earned retirement savings can be the most daunting challenges of all. At 10-15 Associates, we specialize in managing and protecting retirement savings portfolios. We have helped hundreds of clients make a successful transition from saving for retirement to living in retirement—and we can help you too.

 

We recognize that every client’s situation is different. That’s why we avoid cookie-cutter solutions and build customized portfolios of individual securities for our clients. In fact, we avoid packaged investment products entirely, including mutual funds and annuities. We handpick securities that match your risk tolerance and monitor your portfolio daily to help ensure it provides the income or growth necessary to support you in retirement.

401(k) Management

The Schwab Personal Choice Retirement Account® has allowed our firm to bridge our nearly thirty years of investment experience, once limited to our retired clients, to individuals still in the workplace. By working alongside future retirees at an earlier stage in the planning process, individuals become better prepared for a successful transition into retirement.

401(k) and IRA Rollovers

We help clients determine whether to roll over their 401(k), 403(b) or other retirement assets into an IRA. If appropriate, we then work with you every step of the way to ensure a seamless transfer and to help you re-invest your retirement assets wisely.

Personalized Service

We pride ourselves on providing personalized service, and the best way to do that is to meet in person. We meet with our clients three or four times a year to review their portfolios, discuss the current economic climate, and our outlook for the future. We also host two annual client events. This includes a “New Year’s Kick Off” meeting in January and a “Half Time Report” in July. These events are hosted in locations convenient to our regionally diverse clientele and provide the opportunity to meet members of the 10-15 team and mingle with fellow clients.

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