401k Portfolio Management 

​Your company 401K plan may be eligible for professional management from Brancov Financial Services. Here are a few companies we work with: 

• AT&T
• Netflix
• Facebook
• LiveRamp
• Hulu
• Apple 
• HBO
• Electronic Arts
• Lockheed Martin

• Linkedin
• Microsoft
• Century Link
• Dignity Health 
• Cadence Design
• Kaiser
• Intuit
• Avery Dennison
• Northrop Grumman 

Learn more about your plan options at the links below. We work with both Fidelty and Schwab 401K plans. 

What is Fidelity BrokerageLink?
What is Charles Schwab PCRA?

Talk with an Advisor

---

401K Review Process

Our 401k review is simple, straight forward, and will help you make sure your 401k is inline with your investment objectives. Think of this like a financial check up. 

Step 1: What is your Risk Tolerance? 

This first step to making an investment plan, is to determining what type of investor you are. You probably have heard phrases like conservative or aggressive to describe an investor. But, there are subcategories, and determining exactly what type of investor you are is key to selecting an appropriate portfolio. Fill out our questionnaire to calculate your risk tolerance. 

Step 2: What is your portfolio Risk Score?

You're portfolio risk score is a weighted calculation of how risky your current portfolio is compared to the market benchmark. You're portfolio risk score should align with your investor risk tolerance. 

Step 3: Which portfolio is right for you?

We determine if your current portfolio is in line with your risk tolerance, review your plan's options, and select investments that are aligned with your personal risk tolerance. Consult with an advisor to learn more about the investments available to you, and what investments fit your personal investor profile. 

talk with an advisor