Many people have assets spread across numerous investment vehicles with no one monitoring the whole picture. Often they have 401ks at multiple former employers charging high administrative fees without managing the underlying investments which combine to really reduce returns.

Pro:act Capital Management, a Registered Investment Advisor, is by law recognized as a Fiduciary — your Fiduciary — something the wirehouses (brokerage firms) cannot claim because they charge commissions on what they trade (often on their own products). We charge a flat fee based on your assets — usually less than one percent charged quarterly. We don't have conflicts of interest as do wirehouses. Pro:act Capital Management is always fully transparent and aligned with our clients’ best interests.

Let’s look at an example of how Pro:act can better manage what you've worked hard to accrue. We’ll compare wirehouse management versus a Fiduciary.