Welcome!

News Feed Item

GuidedChoice Celebrates Nearly 20 Years, Looks Back at a Legacy of Offering Clients Financial Freedom

Architected by Nobel Laureate Harry Markowitz, PhD. and headed by former ERISA Advisory Council Chair, Sherrie Grabot, GuidedChoice manages over $13 billion in assets, with no affiliations or strategic partnerships that could result in a conflict of inter

LAS VEGAS, NV -- (Marketwired) -- 03/19/17 -- (NAPA 401(k) Summit, Booth 406) - GuidedChoice, a digital retirement advisor, is celebrating its nearly 20 year legacy of bringing people financial freedom at the NAPA 401(k) Summit in Las Vegas today. A proven and trusted partner that manages over $13 billion in assets, GuidedChoice brings financial freedom to its clients while maintaining its independence as a company. GuidedChoice provides 3(38) fiduciary protection and because of its open architecture, has the flexibility to customize solutions for plans based on almost any investment strategy and options.

While most "robo-advisor" services were born in the last few years, GuidedChoice started the digital retirement advice industry with the first Prohibited Transaction Exemption nearly 20 years ago. GuidedChoice was founded on the ethos of bringing financial freedom to everyone and continues to deliver on that mission today.

Sherrie Grabot, CEO and founder of GuidedChoice and former ERISA Advisory Council Chair, identified a need in the marketplace for an independent, unbiased retirement planning resource that truly works in the client's best interest. GuidedChoice achieves this by always first understanding a client's goals, providing fee transparency and clarity at all times, and habitually advising in what is best for the client in reaching their goals rather than what is best for the advisor.

"My vision was to bring to the masses the kinds of processes and services provided to senior management so that everyone can be empowered with financial confidence to help them make smarter decisions about their financial future," said Grabot. "That's exactly what we did, and have been doing, for nearly 20 years."

Through specific advice and scenario planning, GuidedChoice is solely focused on helping individuals make the right investment decisions to reach their long-term retirement income goals. Accomplishing this starts with having people save as much money as they can as soon as they can. By doing so, GuidedChoice has seen success, with managed account participants increasing savings rates by up to 110%*. The company's proprietary process, designed by Dr. Harry Markowitz, Nobel Laureate for Modern Portfolio Theory, reflects what 60 percent of participants prefer: less risk over more reward. GuidedChoice has proven how effective its proprietary process is through multiple downturns, including the 2008 financial crisis where the S&P 500 index lost 37 percent of its value and other 401(k) accounts lost over 25 percent of their value**. Yet the largest decline in any GuidedChoice portfolio was just 11 percent.

Another distinguishing feature of Guided Choice is its commitment to plan advisors, a feature that makes the company stand out from the crowd of robo-advisors.

"We have been committed to plan advisors' success for as long as we can remember, and view our relationship with them as a true partnership. We can be flexible with your investment strategy and options, while also supporting you from a 3(38) fiduciary liability perspective," continued Grabot. "GuidedChoice helps you mitigate your clients' risk, maintain impartiality, and even master new technology and trends."

GuidedChoice has been entrusted to manage over 13 billion dollars in assets without the oversight of any parent companies, equity funds, strategic partners, or payment for recommending investments -- a feat that is almost unheard of in the industry and speaks to its promise of always putting its customers first. To learn more about the company's rich history and optimistic future, visit booth 406 at the NAPA 401(k) Summit or GuidedChoice.com.

*GuidedChoice 2012 managed account study.
**$200,000 in account balances had an average loss of more than 25 percent, EBRI. Impact of the Recent Financial Crisis on 401(k) Account Balances. EBRI Issue Brief #326, February 2009.

ABOUT GUIDEDCHOICE
Established in 1999, GuidedChoice has been helping Plan Advisors, Plan Sponsors, Recordkeepers, Small Business Owners, and Plan Participants reach their retirement income goals, whether personal or professional. GuidedChoice is an independent advisory firm focused on retirement, and enabling people to become more confident in their future by helping them make better financial decisions, providing them with an understanding of what it's going to take to reach their goals, and giving them a personalized actionable plan to get there. Fueled by a powerful mission, the belief in financial freedom for all, GuidedChoice has no affiliations or strategic partnerships with any institutional investor or venture capital firm, nor with any investment managers or brokerage firms. For more information, please visit www.guidedchoice.com.

More Stories By Marketwired .

Copyright © 2009 Marketwired. All rights reserved. All the news releases provided by Marketwired are copyrighted. Any forms of copying other than an individual user's personal reference without express written permission is prohibited. Further distribution of these materials is strictly forbidden, including but not limited to, posting, emailing, faxing, archiving in a public database, redistributing via a computer network or in a printed form.

Latest Stories
Virtualization over the past years has become a key strategy for IT to acquire multi-tenancy, increase utilization, develop elasticity and improve security. And virtual machines (VMs) are quickly becoming a main vehicle for developing and deploying applications. The introduction of containers seems to be bringing another and perhaps overlapped solution for achieving the same above-mentioned benefits. Are a container and a virtual machine fundamentally the same or different? And how? Is one techn...
SYS-CON Events announced today that Infranics will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Since 2000, Infranics has developed SysMaster Suite, which is required for the stable and efficient management of ICT infrastructure. The ICT management solution developed and provided by Infranics continues to add intelligence to the ICT infrastructure through the IMC (Infra Management Cycle) based on mathemat...
SYS-CON Events announced today that Interoute, owner-operator of one of Europe's largest networks and a global cloud services platform, has been named “Bronze Sponsor” of SYS-CON's 20th Cloud Expo, which will take place on June 6-8, 2017 at the Javits Center in New York, New York. Interoute is the owner-operator of one of Europe's largest networks and a global cloud services platform which encompasses 12 data centers, 14 virtual data centers and 31 colocation centers, with connections to 195 add...
What sort of WebRTC based applications can we expect to see over the next year and beyond? One way to predict development trends is to see what sorts of applications startups are building. In his session at @ThingsExpo, Arin Sime, founder of WebRTC.ventures, will discuss the current and likely future trends in WebRTC application development based on real requests for custom applications from real customers, as well as other public sources of information,
SYS-CON Events announced today that Cloudistics, an on-premises cloud computing company, has been named “Bronze Sponsor” of SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Cloudistics delivers a complete public cloud experience with composable on-premises infrastructures to medium and large enterprises. Its software-defined technology natively converges network, storage, compute, virtualization, and management into a ...
Deep learning has been very successful in social sciences and specially areas where there is a lot of data. Trading is another field that can be viewed as social science with a lot of data. With the advent of Deep Learning and Big Data technologies for efficient computation, we are finally able to use the same methods in investment management as we would in face recognition or in making chat-bots. In his session at 20th Cloud Expo, Gaurav Chakravorty, co-founder and Head of Strategy Development ...
Now that the world has connected “things,” we need to build these devices as truly intelligent in order to create instantaneous and precise results. This means you have to do as much of the processing at the point of entry as you can: at the edge. The killer use cases for IoT are becoming manifest through AI engines on edge devices. An autonomous car has this dual edge/cloud analytics model, producing precise, real-time results. In his session at @ThingsExpo, John Crupi, Vice President and Eng...
What if you could build a web application that could support true web-scale traffic without having to ever provision or manage a single server? Sounds magical, and it is! In his session at 20th Cloud Expo, Chris Munns, Senior Developer Advocate for Serverless Applications at Amazon Web Services, will show how to build a serverless website that scales automatically using services like AWS Lambda, Amazon API Gateway, and Amazon S3. We will review several frameworks that can help you build serverle...
In the enterprise today, connected IoT devices are everywhere – both inside and outside corporate environments. The need to identify, manage, control and secure a quickly growing web of connections and outside devices is making the already challenging task of security even more important, and onerous. In his session at @ThingsExpo, Rich Boyer, CISO and Chief Architect for Security at NTT i3, will discuss new ways of thinking and the approaches needed to address the emerging challenges of securit...
The taxi industry never saw Uber coming. Startups are a threat to incumbents like never before, and a major enabler for startups is that they are instantly “cloud ready.” If innovation moves at the pace of IT, then your company is in trouble. Why? Because your data center will not keep up with frenetic pace AWS, Microsoft and Google are rolling out new capabilities In his session at 20th Cloud Expo, Don Browning, VP of Cloud Architecture at Turner, will posit that disruption is inevitable for c...
SYS-CON Events announced today that Loom Systems will exhibit at SYS-CON's 20th International Cloud Expo®, which will take place on June 6-8, 2017, at the Javits Center in New York City, NY. Founded in 2015, Loom Systems delivers an advanced AI solution to predict and prevent problems in the digital business. Loom stands alone in the industry as an AI analysis platform requiring no prior math knowledge from operators, leveraging the existing staff to succeed in the digital era. With offices in S...
There are 66 million network cameras capturing terabytes of data. How did factories in Japan improve physical security at the facilities and improve employee productivity? Edge Computing reduces possible kilobytes of data collected per second to only a few kilobytes of data transmitted to the public cloud every day. Data is aggregated and analyzed close to sensors so only intelligent results need to be transmitted to the cloud. Non-essential data is recycled to optimize storage.
"I think that everyone recognizes that for IoT to really realize its full potential and value that it is about creating ecosystems and marketplaces and that no single vendor is able to support what is required," explained Esmeralda Swartz, VP, Marketing Enterprise and Cloud at Ericsson, in this SYS-CON.tv interview at @ThingsExpo, held June 7-9, 2016, at the Javits Center in New York City, NY.
As businesses adopt functionalities in cloud computing, it’s imperative that IT operations consistently ensure cloud systems work correctly – all of the time, and to their best capabilities. In his session at @BigDataExpo, Bernd Harzog, CEO and founder of OpsDataStore, will present an industry answer to the common question, “Are you running IT operations as efficiently and as cost effectively as you need to?” He will expound on the industry issues he frequently came up against as an analyst, and...
In his General Session at 16th Cloud Expo, David Shacochis, host of The Hybrid IT Files podcast and Vice President at CenturyLink, investigated three key trends of the “gigabit economy" though the story of a Fortune 500 communications company in transformation. Narrating how multi-modal hybrid IT, service automation, and agile delivery all intersect, he will cover the role of storytelling and empathy in achieving strategic alignment between the enterprise and its information technology.