SELF DIRECTED BROKERAGE ACCOUNTS FROM VIRTUE CAPITAL MANAGEMENT
Your 401k is limited in a variety of ways, while an SDBA has a
wider range of choices. Gain access to more investment options,
active management, and asset protection for your retirement account.
What you need to know about SDBAs.
What is a self directed brokerage account?
Having the freedom of choice and flexibility in retirement investing is becoming increasingly more popular in many company-sponsored retirement plans today.
An SDBA, or Self-Directed Brokerage Account, is a window inside a company-sponsored retirement plan (401(k), 403(b), 457, etc.) which offers plan participants the option to invest in more than the limited pre-selected company choices.
Access to professional money management, and additional investment options like stocks, bonds, mutual funds, ETFs, etc., allows investors to seek growth through guidance. By investing in additional options outside of the core choices, investors can strive to maximize returns through investments better suited to their goals and risk preference.
How does it work for participants?
Company plans that offer an SDBA allow any plan participant the ability to move their assets, tax- and penalty-free, into a brokerage account and choose from a larger selection of investment choices. Assets remain in the retirement plan; they are not rolled over & there is no taxable event.
What can active management do for an SDBA participant?
Through tactical, active management, an investor can relax knowing their investments are being carefully managed by the financial professional of their choice. With the twists and turns of the market, emotions can get in the way, deterring the investor from making rational decisions with their investments, and reaching their investment goals.
How can asset protection prevent loss during a market downturn?
Missing the worst days of the market could save you much more than you think; it could save you years of catching up. With fiduciary investment advice and stop-loss asset protection, we will manage your assets in your account (based upon your risk-tolerance) and will make adjustments to your portfolio on an as-needed basis. This removes emotion from the investing process.
CONTACT US NOW FOR MORE INFORMATION
www.virtuecm.com | 866-907-4275
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Fill out the form below to
find out more about SDBAs.
Getting to retirement successfully requires diligence, self assessment, quality investment selection, allocating investments and portfolio balancing. In addition, it would be beneficial to have assistance in determining when to exit and when to enter different investment market segments.
A self directed brokerage account (SDBA) may be the right fit for you! Fill out the form to the left or give us a call now at 866-907-4275.
The differences are easy to
see between a basic account
and an SDBA brokerage account.
Contact us now and find out
how an SDBA can open new doors to your financial future.
BASIC
ACCOUNT
LIMITED CHOICES
Employer chosen core
investment options and/or
target date funds.
BROKERAGE
ACCOUNT
LIMITLESS
Wider range of choices from
mutual funds, stocks, bonds
ETF and access to
money management.
Virtue Capital Management, LLC, an SEC registered investment advisor. Virtue Capital Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the advisor has attained a specific level of skill or ability. For more information, please read our Disclosures and Privacy Policy.
All investments involve the risk of potential investment losses as well as the potential for investment gains. Prior performance is no guarantee of future results, and there can be no assurance, and clients should not assume, that future performance will be comparable to past performance. No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
866.907.4275
www.virtuecm.com
Fill out the form below to
find out more about SDBAs.
