Retirement and Investment Planning for College and University Employees

Independent Advice

Traditionally, the money management skills of investment advisory firms have not been available to 403(b) plan participants. Through an innovative set of business processes, Capital View Wealth Management has overcome the traditional barriers involved in delivering participant access to active account management services.

Active Management
Using a broad tactical asset allocation methodology, we work to diversify your investments across multiple weakly-correlated asset classes using the investment options available within your employer's retirement plan. Our monitoring and trading platform integrates directly with TIAA-CREF and Fidelity Investments at numerous higher education facilities around the central Pennsylvania area, offering participants a unique opportunity to benefit directly from independent active management within their retirement account.

Capital View Wealth Management is independent of TIAA-CREF, Fidelity, and the area universities. And we are proud to be one of a select few financial advisory firms that are allowed to actively manage university accounts. For you, this means we can manage TIAA-CREF and Fidelity accounts without transferring assets.