Guided Choice™ works with any plan.
Guided Choice plugs right into an existing 401(k), or any defined contribution plan, integrating seamlessly with existing HR systems or third party administrators. Once installed, employees can access their information from their desktop, a kiosk, or any Internet connection.

Guided Choice™ features cutting-edge technology.
Powered by sophisticated financial modeling technology, Guided Choice brings the advantages of modern portfolio theory to individual investing. But while the analysis tool makes the recommendations, the user always makes the final choices.

Guided Choice™ offers liability protection.
Utilizing Guided Choice's independent investment advice can help protect against liability issues normally associated with offering investment advice, while it simplifies the due diligence process.
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