401(k) Optimization

 

Optimal Portfolio ALlocation (OPAL)©

The latest stats from the Investment Institute Company find total U.S. retirement assets were $28.3 trillion and accounted for 32 percent of all household financial assets. IRAs totaled $9.3 trillion, Defined contribution plan assets were $7.8 trillion, and $5.3 trillion was held in 401k plans. Mutual funds managed $3.6 trillion, or 68 percent, of assets held in 401ks. With $2.2 trillion, equity funds were the most common type of funds held in 401k plans.

Hedgeo has created the proprietary Optimal Portfolio ALlocation (OPAL)© suite of solutions specifically to provide allocation advice to existing 401(k) account holders.  The objective of our OPAL overlay process is to maximize the return while mitigating risk.

Contact Us

Fill out the Contact Us Form to the left and we will provide you with a no-obligation, individualized proposal regarding your 401(k) plan.

  1. We will determine your "Asset Class" Allocation (equity vs fixed income) after you provide answers to a brief questionnaire, regarding your goals, objectives and risk tolerance.

  2. We will then construct a specific recommendation of funds available in your plan that we would currently recommend holding.

  3. We will present you with a 10 year backtested illustration of our system's recommendations in your plan for your specific allocation.

  4. We will then present you with a plan to continue receiving our ongoing OPAL recommendations on a quarterly basis. 

  5. You will then decide if you want to enter into our OPAL Advisement Agreement to provide this ongoing advice.

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