Retirement Plan Management Overview
Providing Active Risk Management for Retirement Plan Participants
With over 10 years' experience working as a retirement plan overlay manager, Q3 has become an expert in the space. While many advisors simply provide ancillary advice when it comes to their clients' retirement plans, we maintain the ability to manage client accounts on a case by case basis as well as facilitate the deduction of advisory fees. Our pre-rollover solution helps advisors to immediately increase their AUM while attracting new prospects prior to competing for the highly coveted IRA rollover.
Examples of Plans We Work With
Advice You Can Trust
In the Fall of 1982, Bradford Giamo began his career on the trading floor of the New York Commodities Exchange where he would spend the next 16 years refining his approach toward risk management. He and the team at Q3 have been helping investors navigate uncertain markets since 2006. Q3's services are available through a select group of investment professionals located across the country.
What's Your Exit Strategy?
As investors approach retirement, many can't afford to sustain a major loss at the hands of a bear market. At Q3, we believe that avoiding large losses is paramount in achieving long term growth. There are times where it may be prudent to reduce risk within a client's portfolio. For investors that don't have the time, desire, or expertise to manage their retirement assets effectively, Q3 is here to help.
