THE WILLIAMS INVESTMENT PLUS PLAN Investment Options
Available Funds in THE WILLIAMS INVESTMENT PLUS PLAN
Below is the lineup of investment options available to participants in THE WILLIAMS INVESTMENT PLUS PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.
When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.
Total Available Funds: 375
| Investment Description |
|---|
| Fidelity Managed Income Portfolio II Class 4 61,705,276 shares |
| Fidelity Diversified International Commingled Pool 3,008,582 shares |
| Prudential Core Plus Bond Fund Class 5 182,921 shares |
| Vanguard Target Retirement Income Trust I 222,375 shares |
| Vanguard Target Retirement 2020 Trust I 386,165 shares |
| Vanguard Target Retirement 2025 Trust I 503,114 shares |
| Vanguard Target Retirement 2030 Trust I 1,733,512 shares |
| Vanguard Target Retirement 2035 Trust I 657,761 shares |
| Vanguard Target Retirement 2040 Trust I 1,670,283 shares |
| Vanguard Target Retirement 2045 Trust I 731,712 shares |
| Vanguard Target Retirement 2050 Trust I 1,270,263 shares |
| Vanguard Target Retirement 2055 Trust I 432,456 shares |
| Vanguard Target Retirement 2060 Trust I 331,207 shares |
| Vanguard Target Retirement 2065 Trust I 242,841 shares |
| Vanguard Target Retirement 2070 Trust I 58,377 shares |
| PIMCO Real Return Fund Institutional Class 1,126,198 shares |
| Fidelity U.S. Bond Index Fund 1,818,886 shares |
| Vanguard Extended Market Index Fund Institutional 292,134 shares |
| Vanguard Institutional Index Fund Institutional Plus 533,576 shares |
| 198,634 shares |
| Dodge & Cox Stock Fund Class X 271,575 shares |
| The Williams Companies, Inc. 217,989 shares |
| BROWN BROTHERS HARRIMAN STIF FUND 8,586 shares |
| BROWN BROTHERS HARRIMAN STIF FUND 814,616 shares |
| ACADEMY SPORTS & OUTDOORS INC 3,300 shares |
| ACUITY BRANDS INC 500 shares |
| AGCO CORP 4,700 shares |
| ALBERTSONS COS INC 13,000 shares |
| ALLISON TRANSMISSION HLDGS INC 6,600 shares |
| AMC NETWORKS INC CL A 3,600 shares |
| AMDOCS LTD 3,500 shares |
| AMERICAN ASSETS TRUST INC 9,000 shares |
| AMERICAN FINL GROUP INC OHIO 1,100 shares |
| AMERICAN PUBLIC EDUCATION INC 14,600 shares |
| AMKOR TECHNOLOGY INC 11,700 shares |
| APA CORP 11,591 shares |
| APPLE HOSPITALITY REIT INC 14,100 shares |
| ARCBEST CORP 2,500 shares |
| ARMADA HOFFLER PROPERTIES INC 14,004 shares |
| ARROW ELECTRONICS INC 4,700 shares |
| ATKORE INC 3,200 shares |
| AUTOLIV INC 2,200 shares |
| AUTONATION INC 1,200 shares |
| BANCO LATINOAMERICANO DE 6,700 shares |
| BASSETT FURNITURE INDS INC 6,400 shares |
| BAXTER INTL INC 6,600 shares |
| BERKSHIRE HILLS BANCORP INC 5,300 shares |
| BERRY GLOBAL GROUP INC 5,800 shares |
| BERRY PETROLEUM CORP 20,200 shares |
| BLOCK H & R INC 6,600 shares |
| BLOOMIN BRANDS INC 9,400 shares |
| BLUE OWL CAPITAL CORP 17,534 shares |
| BORGWARNER INC 6,800 shares |
| BRIXMOR PPTY GROUP INC 5,600 shares |
| BRUNSWICK CORP 2,000 shares |
| BUILDERS FIRSTSOURCE 3,300 shares |
| BUNGE GLOBAL SA 2,800 shares |
| C N A FINANCIAL CORP 4,600 shares |
| CAPRI HOLDINGS LTD 3,500 shares |
| CARLYLE SECURED LENDING INC 11,100 shares |
| CF INDUSTRIES HOLDINGS INC 3,600 shares |
| CHATHAM LODGING TRUST 9,100 shares |
| CHEMOURS CO/ THE 6,800 shares |
| CIRRUS LOGIC INC 2,800 shares |
| CITIZENS FINANCIAL GROUP INC 6,979 shares |
| CITY OFFICE REIT INC 15,100 shares |
| CNH INDUSTRIAL NV 45,300 shares |
| CNO FINANCIAL GROUP INC 14,600 shares |
| CNX RESOURCES CORP 8,100 shares |
| COMMUNITY TRUST BANCORP INC 4,100 shares |
| CONAGRA BRANDS INC 5,600 shares |
| CONCENTRA GROUP HOLDINGS PARENT INC 2,905 shares |
| CORPAY INC 800 shares |
| CROCS INC 1,400 shares |
| CSG SYSTEMS INTL INC 3,300 shares |
| CUSTOMERS BANCORP INC 7,500 shares |
| DAVITA INC 1,800 shares |
| DELUXE CORP 4,300 shares |
| DROPBOX INC CL A 12,300 shares |
| DXP ENTERPRISES INC 400 shares |
| EASTMAN CHEMICAL CO 2,200 shares |
| EL POLLO LOCO HLDGS INC 21,100 shares |
| ENTERTAINMENT PPTYS TR 4,888 shares |
| EQUITABLE HOLDINGS INC 3,000 shares |
| EXELIXIS INC 16,300 shares |
| FARMERS NATL BANC CORP 9,800 shares |
| FEDERATED HERMES INC 6,500 shares |
| FIDELITY NATIONAL FINL INC 3,800 shares |
| FIFTH THIRD BANCORP 6,600 shares |
| FINANCIAL INSTITUTIONS INC 6,500 shares |
| FIRST BUSEY CORP 7,500 shares |
| FIRST HORIZON CORP 22,800 shares |
| FIRST INTERNET BANCORP 5,400 shares |
| FLEX LTD 9,400 shares |
| FOX CORP CL A 11,100 shares |
| GAP INC 9,500 shares |
| GATES INDUSTRIAL CORP PLC 11,100 shares |
| GEN DIGITAL INC 10,600 shares |
| GLOBAL MEDICAL REIT INC 21,500 shares |
| GOODYEAR TIRE & RUBBER CO 11,600 shares |
| GRAPHIC PACKAGING HOLDING CO 10,300 shares |
| GREAT SOUTHERN BANCORP INC 2,914 shares |
| GREENBRIER COMPANIES INC 5,300 shares |
| GUESS INC 7,900 shares |
| HANMI FINANCIAL CORPORATION 8,800 shares |
| HARLEY-DAVIDSON INC 7,900 shares |
| HARMONY BIOSCIENCES HOLDINGS INC 6,100 shares |
| HAVERTY FURNITURE COS INC 8,200 shares |
| HBT FINANCIAL INC 9,825 shares |
| HEIDRICK & STRUGGLES INTL INC 5,900 shares |
| HELMERICH & PAYNE INC 5,400 shares |
| HERBALIFE LTD 5,000 shares |
| HF SINCLAIR CORP 8,200 shares |
| HOPE BANCORP INC 16,800 shares |
| HORIZON BANCORP INC INDIANA 13,000 shares |
| HOST HOTELS & RESORTS INC 20,800 shares |
| HUNTINGTON INGALLS INDUSTRIES INC 800 shares |
| INCYTE CORP 4,500 shares |
| INDUSTRIAL LOGISTICS PROPERTIES TR 7,587 shares |
| INGEVITY CORP 2,169 shares |
| INGLES MARKETS INC-CL A 1,400 shares |
| INGREDION INC 3,400 shares |
| INNOVATIVE INDUSTRIAL PROPERTIES INC 1,500 shares |
| INTERNATIONAL MONEY EXPRESS INC 11,400 shares |
| IRONWOOD PHARMA CL A (PEND) 25,900 shares |
| JABIL INC 4,200 shares |
| JACK IN THE BOX INC 3,000 shares |
| JACKSON FINANCIAL INC 3,500 shares |
| JAKKS PACIFIC INC 4,600 shares |
| JAZZ PHARMA PLC 5,200 shares |
| KOHLS CORP 3,800 shares |
| KOPPERS HLDGS INC 4,900 shares |
| MACYS INC 9,200 shares |
| MAGNERA CORP 1,602 shares |
| MANPOWERGROUP INC 3,300 shares |
| MATADOR RESOURCES COMPANY 5,300 shares |
| MATTEL INC 14,200 shares |
| MGIC INVESTMENT CORP 13,000 shares |
| MGM RESORTS INTERNATIONAL 5,100 shares |
| MIDLAND STATES BANCORP INC 7,200 shares |
| MILLERKNOLL INC 14,600 shares |
| MOLSON COORS BEVERAGE CO B 8,300 shares |
| MOOG INC CL A 570 shares |
| MOSAIC CO NEW 6,100 shares |
| MUELLER INDUSTRIES INC 7,000 shares |
| MURPHY OIL CORP 7,000 shares |
| NATIONAL FUEL GAS CO NJ 4,000 shares |
| NAVIENT CORP 16,900 shares |
| NCR ATLEOS CORP 2,300 shares |
| NCR VOYIX CORP 4,600 shares |
| NEW MOUNTAIN FINANCE CORP 11,800 shares |
| NEXSTAR MEDIA GROUP INC 2,100 shares |
| NORTHRIM BANCORP INC 3,200 shares |
| NRG ENERGY INC 6,900 shares |
| ODP CORP/THE 4,170 shares |
| OFG BANCORP 6,448 shares |
| O-I GLASS INC 11,900 shares |
| OMEGA HEALTHCARE INVESTORS INC 4,700 shares |
| ORGANON & CO 13,467 shares |
| OSHKOSH CORP 2,800 shares |
| OWENS CORNING INC 2,400 shares |
| PENNANTPARK INVESTMENT CORP 33,903 shares |
| PENSKE AUTOMOTIVE GROUP INC 3,400 shares |
| PERDOCEO EDUCATION CORP 7,200 shares |
| PHINIA INC 2,600 shares |
| PIEDMONT OFFICE REALTY TRUST A 21,600 shares |
| PLAYTIKA HOLDING CORP 22,300 shares |
| POLARIS INC 1,900 shares |
| PREFERRED BANK LOS ANGELES 2,360 shares |
| PREMIER FINANCIAL CORP 7,600 shares |
| PROG HOLDINGS INC 6,700 shares |
| PULTEGROUP INC 3,600 shares |
| PVH CORP 2,780 shares |
| RADIAN GROUP INC 9,800 shares |
| RBB BANCORP 8,100 shares |
| REGIONAL MANAGEMENT CORP 5,400 shares |
| REGIONS FINANCIAL CORP 11,100 shares |
| REVELYST INC 5,500 shares |
| RYDER SYSTEM INC 2,700 shares |
| SABRA HEALTHCARE REIT INC 11,900 shares |
| SANMINA CORP 4,600 shares |
| SCORPIO TANKERS INC 2,800 shares |
| SELECT MEDICAL HLDGS CORP 3,600 shares |
| SHUTTERSTOCK INC 3,500 shares |
| SILGAN HOLDINGS INC 2,500 shares |
| SIRIUS XM HOLDINGS INC 4,700 shares |
| SKYWORKS SOLUTIONS INC 2,100 shares |
| SM ENERGY CO 4,700 shares |
| SNAP-ON INCORPORATED 1,200 shares |
| SONOCO PRODUCTS CO 4,400 shares |
| SUNCOKE ENERGY INC 24,100 shares |
| TD SYNNEX CORP 2,100 shares |
| TEXTRON INC 6,300 shares |
| TOLL BROTHERS INC 3,600 shares |
| UGI CORP NEW 4,800 shares |
| UNITED AIRLINES HOLDINGS INC 4,400 shares |
| UNITED THERAPEUTICS CORP DEL 1,600 shares |
| UNITI GROUP INC 19,900 shares |
| UNIVERSAL HEALTH SVCS INC CL B 2,100 shares |
| UNUM GROUP 7,000 shares |
| VAREX IMAGING CORP 15,879 shares |
| VILLAGE SUPER MKT INC CL A NEW 5,000 shares |
| VITESSE ENERGY INC 694 shares |
| WABASH NATIONAL CORP 7,300 shares |
| WESTERN UNION CO 17,500 shares |
| WHIRLPOOL CORP 2,000 shares |
| WINNEBAGO INDUSTRIES INC 3,100 shares |
| WORLD KINECT CORP 4,100 shares |
| XEROX HOLDINGS CORP 8,825 shares |
| ZIONS BANCORP 8,200 shares |
| BROWN BROTHERS HARRIMAN STIF FUND 766,120 shares |
| T ROWE PRICE GOVERNMENT RESERVE 941,236 shares |
| ADVANCED MICRO DEVICES INC 1,217 shares |
| ADYEN BV 426 shares |
| ALPHABET INC CL A 24,193 shares |
| ALPHABET INC CL C 112,478 shares |
| AMAZON.COM INC 136,241 shares |
| APPLE INC 129,673 shares |
| ASML HLDG NV (NY REG SHS) NEW YORK 3,830 shares |
| ASTRAZENECA PLC SPONS ADR 2,739 shares |
| ATLASSIAN CORP PLC CLS A 797 shares |
| BILL HOLDINGS INC 6,610 shares |
| BROADCOM INC 28,469 shares |
| CARVANA CO CL A 29,216 shares |
| CHIPOTLE MEXICAN GRILL INC 51,040 shares |
| CHUBB LTD 11,697 shares |
| CINTAS CORP 3,742 shares |
| COLGATE-PALMOLIVE CO 12,706 shares |
| CONFLUENT INC 9,732 shares |
| CONSTELLATION ENERGY CORP 10,650 shares |
| CROWDSTRIKE HOLDINGS INC 2,596 shares |
| DANAHER CORP 9,975 shares |
| DATABRICKS INC SER G PC PP 1,533 shares |
| DATADOG INC CL A 4,282 shares |
| DOLLAR GENERAL CORP 1,713 shares |
| DOORDASH INC 7,649 shares |
| ELEVANCE HEALTH INC 2,161 shares |
| ELI LILLY & CO 13,175 shares |
| FISERV INC 3,976 shares |
| FORTINET INC 1,030 shares |
| GE AEROSPACE 13,068 shares |
| GE VERNOVA INC 2,654 shares |
| GOLDMAN SACHS GROUP INC 2,610 shares |
| HUMANA INC 3,391 shares |
| INTUIT INC 3,459 shares |
| INTUITIVE SURGICAL INC 10,604 shares |
| LAM RESEARCH CORP 1,340 shares |
| LINDE PLC 2,925 shares |
| LULULEMON ATHLETICA INC 1,676 shares |
| MARSH & MCLENNAN COS INC 6,503 shares |
| MASTERCARD INC CL A 15,287 shares |
| META PLATFORMS INC CL A 36,556 shares |
| MICROSOFT CORP 95,047 shares |
| MONDELEZ INTL INC 9,900 shares |
| MONGODB INC CL A 1,262 shares |
| MONOLITHIC POWER SYS INC 2,269 shares |
| MORGAN STANLEY 12,654 shares |
| MSCI INC 168 shares |
| NETFLIX INC 7,966 shares |
| NIKE INC CL B 1,401 shares |
| NVIDIA CORP 311,511 shares |
| OLD DOMINION FREIGHT LINES INC 5,144 shares |
| PROCTER & GAMBLE CO 6,000 shares |
| ROPER TECHNOLOGIES INC 3,427 shares |
| ROSS STORES INC 10,345 shares |
| S&P GLOBAL INC 2,724 shares |
| SCHLUMBERGER LTD 18,200 shares |
| SCHWAB CHARLES CORP 14,226 shares |
| SEA LTD ADR 10,691 shares |
| SERVICENOW INC 7,478 shares |
| SHERWIN WILLIAMS CO 3,672 shares |
| SHOPIFY INC CL A 650 shares |
| SHOPIFY INC CL A 23,571 shares |
| SNOWFLAKE INC CL A 382 shares |
| STRYKER CORP 4,882 shares |
| SYNOPSYS INC 5,665 shares |
| TAIWAN SEMIC MFG CO LTD SP ADR 7,828 shares |
| TE CONNECTIVITY PLC 8,596 shares |
| TESLA INC 27,414 shares |
| TEXAS INSTRUMENTS INC 2,582 shares |
| THE BOOKING HOLDINGS INC 653 shares |
| THERMO FISHER SCIENTIFIC INC 4,125 shares |
| TJX COMPANIES INC NEW 11,725 shares |
| T-MOBILE US INC 15,587 shares |
| TRANSDIGM GROUP INC 695 shares |
| UNITEDHEALTH GROUP INC 9,222 shares |
| VERALTO CORP 2,336 shares |
| VISA INC CL A 31,148 shares |
| ZOETIS INC CL A 323 shares |
| CARVANA CO PIK VAR 06/01/2030 144A Par value of $171,466 Variable Due 6/1/2030 |
| CARVANA CO PIK VAR 06/01/2031 144A Par value of $203,745 Variable Due 6/1/2031 |
| CARVANA CO PIK VAR 12/01/2028 144A Par value of $96,380 Variable Due 12/1/2028 |
| BROWN BROTHERS HARRIMAN STIF FUND 1,152,265 shares |
| ABIOMED INC CVR 2,047 shares |
| ACADIA HEALTHCARE CO INC 14,750 shares |
| ACV AUCTIONS INC CL A 41,967 shares |
| ADVANCED DRAINAGE SYSTEMS INC 5,678 shares |
| AMICUS THERAPEUTICS INC 75,043 shares |
| AVANTOR INC 22,735 shares |
| AZEK CO INC 17,815 shares |
| BIO TECHNE CORP 6,612 shares |
| BLUEPRINT MEDICINES CORP 9,782 shares |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC 11,109 shares |
| BRINKS CO 9,386 shares |
| BURLINGTON STORES INC 2,162 shares |
| BWX TECHNOLOGIES INC 5,897 shares |
| CAMECO CORP 13,888 shares |
| CARLYLE GROUP INC (THE) 30,730 shares |
| CASELLA WASTE SYS INC CL A 9,205 shares |
| CF INDUSTRIES HOLDINGS INC 11,543 shares |
| CHART INDUSTRIES INC 4,037 shares |
| CHEMED CORP 2,323 shares |
| CHURCHILL DOWNS INC 6,501 shares |
| CLEARWATER ANALYTICS HOLDINGS INC 41,071 shares |
| COGNEX CORP 28,175 shares |
| CONFLUENT INC 47,248 shares |
| 7,925 shares |
| CURTISS WRIGHT CORPORATION 1,923 shares |
| DOXIMITY INC 25,781 shares |
| DYNATRACE INC 24,975 shares |
| EAGLE MATERIALS INC 2,132 shares |
| ELF BEAUTY INC 11,410 shares |
| ENCOMPASS HEALTH CORP 8,079 shares |
| EPAM SYSTEMS INC 3,615 shares |
| EVEREST GROUP LTD 2,880 shares |
| EVOLENT HEALTH INC A 29,410 shares |
| EXACT SCIENCES CORP 16,490 shares |
| EXLSERVICE HOLDINGS INC 26,091 shares |
| FIRSTSERVICE CORP 3,045 shares |
| FLYWIRE CORP 50,494 shares |
| FOX FACTORY HOLDING CORP 11,409 shares |
| FRESHPET INC 5,464 shares |
| FTAI AVIATION LTD 5,575 shares |
| GLAUKOS CORP 4,979 shares |
| GLOBUS MEDICAL INC 5,185 shares |
| GUIDEWIRE SOFTWARE INC 3,860 shares |
| INSMED INC 11,331 shares |
| INSPIRE MEDICAL SYSTEMS INC 4,360 shares |
| INSULET CORP 3,634 shares |
| KOSMOS ENERGY LTD 115,275 shares |
| LANCASTER COLONY CORP 3,988 shares |
| LATTICE SEMICONDUCTOR CORP 8,353 shares |
| LOUISIANA PACIFIC CORP 5,147 shares |
| MADRIGAL PHARMACEUTICALS INC 1,763 shares |
| MANHATTAN ASSOCIATES INC 4,197 shares |
| MERCURY SYSTEMS INC 26,535 shares |
| MERIT MEDICAL SYSTEMS INC 587 shares |
| MUELLER INDUSTRIES INC 13,753 shares |
| NEOGEN CORP 63,680 shares |
| NEW FORTRESS ENERGY INC 67,801 shares |
| NICE LTD SPON ADR 4,751 shares |
| NOVANTA INC 4,396 shares |
| NVENT ELECTRIC PLC 14,075 shares |
| PARSONS CORP 4,120 shares |
| PENUMBRA INC 3,662 shares |
| PLANET FITNESS INC CL A 9,762 shares |
| POOL CORP 2,839 shares |
| PRIMO BRANDS CORP A 50,320 shares |
| PURE STORAGE INC CL A 14,474 shares |
| Q2 HOLDINGS INC 9,877 shares |
| RANGE RESOURCES CORP 9,902 shares |
| REGAL REXNORD CORP 5,228 shares |
| REVOLVE GROUP INC 15,414 shares |
| SHARKNINJA INC 13,414 shares |
| STRIDE INC 11,630 shares |
| TALEN ENERGY CORP 6,672 shares |
| TENABLE HOLDINGS INC 16,265 shares |
| TPG INC 11,849 shares |
| TWIST BIOSCIENCE CORP 12,998 shares |
| VARONIS SYSTEMS INC 9,428 shares |
| WESTERN ALLIANCE BANCORP 8,704 shares |
| WHITECAP RESOURCES INC 106,196 shares |
| WILLSCOT HOLDINGS CORP 21,864 shares |
| funds at their discretion. |
| Investments (at fair value) |
How to Build a Smart Portfolio in Your 401(k)
Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:
- Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
- Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
- Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
- Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
- Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.
Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.
Model Asset Allocation Portfolios
Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in THE WILLIAMS INVESTMENT PLUS PLAN. See Asset Allocation Portfolio Templates for a detailed guide.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Four Core Asset Portfolio | 4.74% | 18.86% | 12.42% | 5.72% | 8.01% | 7.30% | 6.92% | … | … |
| Five Core Asset Portfolio | 4.70% | 18.79% | 12.38% | 5.55% | 7.97% | 7.19% | 6.94% | … | … |
| Three Core Asset Portfolio | 4.57% | 19.80% | 13.11% | 6.19% | 8.52% | 7.64% | 7.10% | … | … |
| Two Core Asset Portfolio | 3.87% | 19.18% | 13.68% | 6.85% | 9.34% | 8.84% | 7.95% | … | … |
| Yale Endowment Template | 5.35% | 17.45% | 11.87% | 5.56% | 8.33% | 7.96% | 7.55% | … | … |
| S&P 500 Index | 5.96% | 30.43% | 21.65% | 12.98% | 15.09% | 13.73% | 10.93% | … | … |
Data as of 05/01/2026, Common starting date is 12/31/2000
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Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
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