401k Plan Investments

Many 401k platforms include mutual funds with high management fees and sales charges. Some limit choices to products marketed by a specific institution,

Byrne Asset put together a platform with employee wealth maximization as the sole focus, Key features include:

  • Numerous low-cost, no-load index mutual funds
  • 6 model portfolios for easy, risk-appropriate asset allocation
  • Brokerage account option for individual stocks and bonds
  • Direct access to advisors for assistance with investment decisions

With your 401k plan at Byrne Asset, you and your staff can speak with institutional level portfolio managers at any time, for guidance on any financial matter including assets held elsewhere.