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For a complimentary guide, "Make the Most of Your University Retirement Plan(s)", please complete the attached Request Form.

Few people have the time, knowledge, or inclination to follow the investment markets and manage their wealth as closely as they should. That's why many people choose Tisch Investment Advisory Incorporated to help them plan and manage their wealth.

 

The University Retirement System

Your University Retirement Plan offers investment products from TIAA-CREF, Fidelity, and perhaps other investment companies. The bottom line is that you have more than 100 different investment options. History shows that if you are effective in selecting the best of the available alternatives and rebalancing your portfolio frequently, you can increase your retirement accumulation by tens of thousands of dollars.

Making wise retirement plan choices concerning the management of your accumulation and its ultimate distribution can save you thousands of dollars in unnecessary taxes and preserve the wealth that you have accumulated for the benefit of your family and others. Our team can help you understand your options and develop a strategy to maximize your wealth.

What Can Tisch Investment Advisory Incorporated Do For You?

We provide both consultation and management services. Our consultative services involve financial planning and/or assistance with the selection of the right combination of retirement plan options to meet your objectives. We utilize Monte Carlo Simulation in this process.

If you engage us to manage your retirement plan, we will reevaluate your investment holdings at least four times per year, rebalance your portfolio, employ strategies to manage risk, measure results against a benchmark that reflects your investment policy statement, and meet with you personally to review your retirement plan and answer your questions.

We will manage your portfolio in a manner similar to our Aggressive, Growth at Moderate Risk, or Conservative model portfolios.  

What Makes Us Different?

Selecting an investment advisor is an important decision, not only for the immediate future, but for years to come. In selecting an advisor you will surely look for a firm with the following credentials:

  • A proven history of success
  • Use of a repeatable methodology that meets a professional standard
  • An experienced, professionally accredited team
  • Personal service—top management easily accessible and available to you
  • Excellent analytical resources
  • Low cost
  • Nationally recognized as a leading firm in its field

Free Portfolio Evaluation

If you would like to know more about our services, we are happy to meet with you and provide an initial no fee portfolio evaluation.

For more information, please click on the Investment Management and the Personal Financial Planning links.