Professional management, inside your 401(k).
A Self-Directed Brokerage Account opens your workplace plan to a full universe of investments, and lets us manage it for you, without a rollover or leaving your employer.
Book a consultation →Does this sound familiar?
Your plan menu is limited
Most 401(k)s offer a short list of target-date funds and little real strategy.
You can’t roll it over yet
Still working? Your 401(k) usually has to stay where it is, limited options and all.
Target-date funds are not a plan
A single glide path cannot account for your taxes, your income needs, or real market risk.
Your biggest account gets the least attention
For many people the 401(k) is the largest asset they own, and the one no one is actively managing.
How SDBA management works
Open the window
We help you activate the brokerage window your plan already offers, Fidelity BrokerageLink, Schwab PCRA, Empower, and more.
Manage it actively
We build and rebalance a diversified portfolio inside the window, as a fiduciary, alongside your total plan.
Keep everything in place
Your money stays in your employer plan. No rollover, no disruption to payroll contributions or the match.
Common questions
Does my money leave my employer’s 401(k)?
Does my retirement plan even offer an SDBA?
Can my advisor manage my SDBA?
Do I still control my 401(k)?
Ready to unlock your 401(k)?
A complimentary conversation with an advisor, no cost and no pressure, just a clear look at where you stand.
Book a consultation →