A team of wealth managers based in Ann Arbor, Michigan, has opened the
doors to Provizr, an investment advisory firm established to help university
employees manage their school-sponsored retirement accounts.
The independent firm provides portfolio
management and retirement-guidance services to university staff and
administration, primarily focusing on University of Michigan faculty and
administrative staff. Using various strategies, Provizr analyzes markets, necessary trades
and monitors its clients’ accounts. It also provides clients with an
adviser and automated portfolio management.
The firm is led by three investment-management professionals with more
than 50 combined years of industry experience.
“Investing can be complex and time
consuming, and the university employee has never really had a dedicated
resource to help them navigate their way to retirement,” says David Fransko,
managing partner, Provizr. "That’s why we are excited to launch Provizr
and help our local university community with its unique retirement-planning
needs. The services we offer are niche to this community and we work one-on-one
to ensure our clients have more time for family and friends, and less stress
about their financial future.”
is a fiduciary and registered-investment adviser (RIA). It also has existing
relationships with both Fidelity and TIAA, so employees do not have to transfer
their accounts. The company will help individuals with their 403(b), 401(a)
and/or 457(b) plans which are retirement accounts specific to certain public
and non-profit institutions.
Provizr is located at 900 Victors Way,
Suite 240, in Ann Arbor, Michigan. Full details about the services offered are
available on its website, MyProvizr.com.