Investors Edge Member Benefits

Fund Allocation and Diversification Recommendations. Recommendations on how to properly allocate your retirement plan that you can be comfortable with. Investors Edge provides an action plan to allocate your investment to each recommended fund. Taking into consideration your risk tolerance, time horizon, investment experience, and investment views. You also receive a summary of recommended diversification across asset classes, graphic view of comparing current allocation to recommended allocation, and past performance analysis of the recommended investments.

Unlimited access to the Investors Edge web site. You can come back to our site to view your recommendation, change answers to your profile, or utilize our resources page, which links you to the best of the web for retirement investing related content.

Access to our professionals. Our advice is provided to you over the Internet, but our advisors are personally picking and updating the funds in your recommendations. If your plan changes fund offerings, or if you have a question, you can email or call us, and one of our advisors will answer.

Risk Tolerance Questionnaire. The Risk Tolerance questionnaire allows us to effectively decide together the amount of risk that you are willing to take according to the volatility of the market. The questionnaire will place you in a Portfolio Class that will allow us to effectively diversify your portfolio with the funds that your employer offers.

Quarterly Investment reviews. With your assistance every calendar quarter, we review your fund recommendations and the allocation percentages. We adjust them if necessary and notify by email when changes should be made.

Market commentary and continuing education. Every Quarter, we publish a newsletter for our subscribers that includes comments on the state of the markets, educational articles about investing, and tips on how to get the most out of your Investors Edge subscription.