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Retirement Plan Prescription.

Personal Services Offered

Wealth ManagementInvestment ManagementFinancial Planning

Don't see your plan?

If your company is not listed here, please submit your company’s specific 401(k) or retirement plan investment alternatives. We will promptly review your investment options and create your mixes.

Thank you for visiting the “401k Asset Allocation” information page.

Over the years, we have found that most people who invest in a retirement plan understand two things—that the plan needs to be well-diversified, and that informed decisions yield more reliable results. Yet, many investors feel they do not have enough knowledge to develop a properly allocated plan. In fact, when asked by their plan administrator to select funds for their retirement plan, many resort to ‘default’ investment choices—selections that may not be appropriate for their risk levels and goals.

At GMW we know there is a better way to achieve financial peace-of-mind - through use of diversified investment mixes that match your risk capacity. Knowing how to structure a well-diversified plan can be the first step toward a financially secure future. We would like to show you how it may be done.

Is your retirement plan a good one?

After going through the excercise of reviewing numerous company retirement plans, we have found that many plans have the following deficiences:

High Internal CostsLimited InvestmentsLimited Education

If you would like to learn about plans and costs:

Dept. of Labor Fee Study

Emp. Ben. Security Admin.

Unique Investments

Gold Medal Waters is one of the select few firms in the nation able to provide investors with with access to the Dimensional Fund Advisors' (DFA) institutional mutual funds. To access their funds, DFA requires a minimum investment of $2,000,000 per holding. This requirement has been waived for our clients.

Plans Reviewed:

Please select your company if it is listed at below to review how its’ 401k plan can be customized to fit different levels of risk tolerance.

Ascension Health

Excelsior College

Ericsson

Frasier Meadows

Kaiser Permanente

NOAA

Purina

State of Colorado 457

Sun Microsystems

Univ. of Co. - 401a/403b (Fid)

Univ. of Colorado Denver

University of Denver

Why Do This?

It may be that we have a client who is employed by a company listed below or possibly that we had another web visitor who asked us to review their company plan. In other case, it is quite common in our line of work to be asked to review 401(k) plans to recommend asset allocations from the investment options offered.

We’re pleased to make this information more widely available in the hope that you will consider working with us to help you achieve your personal financial goals.

Besides advising those working toward retirement, we also advise retirees in the distribution of their plan assets.

If you find the information on this web site helpful, please tell a friend or colleague.

Learn More about Gold Medal Waters

DISCLAIMER: This information is provided by Gold Medal Waters,Inc., a registered investment advisor. It is believed to be from reliable sources, but no guarantee is made as to accuracy or completeness. The investment securities and strategies discussed are not suitable for all investors. Recommendations are of a general nature, not based on knowledge of any individual's specific needs or circumstances, and there is no intent to provide individual investment advisory, supervisory or management services.

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