Investment Solutions
Midwest Capital Advisors Offers Simple, Effective 403(b) Retirement Solutions
Each participant has a different level of comfort with investing. While some prefer to manage their own 403(b) investments, others feel more comfortable with professional assistance. Midwest Capital Advisors offers a range of investment solutions and no-additional-cost services that give you the flexibility and guidance to make your choices with confidence. Below are brief descriptions of our different investment solutions.
For participants who lack the time or desire to do their own investment allocations, MCA offers a simple yet effective solution with MCA Managed Model Portfolios. You simply choose one of six risk-managed portfolios, and your contributions are invested in a diversified, professionally managed portfolio. As your needs or risk requirements change over time, professional assistance is available at no additional cost to guide you in keeping your retirement savings in tune with your retirement objectives.
For participants who prefer to make their own investment decisions but want some guidance in helping them do so, we research and maintain a menu of prescreened funds with choices in every major asset category and sector.
For "hands-on" investors, we offer, a much wider range of options, including 480+ Fund Families and over 25,000 mutual funds including those from many of the most popular fund families such as Vanguard, Fidelity, T. Rowe Price, Dimensional Fund Advisors, Janus and many more.
