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News & Events
 • IMCA Journal of
   Investment Consulting
   Interviews Harry
   Markowitz


 • Sherrie Grabot, CEO of
   GuidedChoice, testified
    before Congress
    on 'Retirement
    Security: The
    Importance of an
    Independent
    Investment Advisor'.
    The full transcript can
    be found here.

    Video clip on youTube.

 • ADP and GuidedChoice
   Partner to Make
   Available Investment
   Advice to Retirement
   Plan Participants


 • Industry news:    Schwab study shows
   Guided Choice
   participants average
   3% better returns


GuidePost
 • Current issue
   Includes Grab(ot) Bag
   Column

 • Demo GuidedSavings
   Sales Contact
    • email us
    • Call:
   860-454-0026 or
   408-356-0538 #3

Investment Advice that Works

GuidedChoice makes it easy for retirement plan participants to get the investment advice they need – and to make it work.

We deliver personalized, effective financial advice to participants in 401(k) and other retirement plans through a simple, easy-to-understand process.  The advice is based on accepted industry standards of asset allocation, which are built into the software analytics and delivered through sophisticated automation.

GuidedChoice pioneered both investment advice and full managed account services for defined contribution retirement plans. Now we’re leading the way to develop a complete solution for saving, managing, and enjoying assets – before and after retirement.

Services: Investment guidance, advice, managed accounts – and solutions that keep working after retirement.

Company: Our vision, our history of innovation, and our team

News: Events, press releases, and more information

Preview: Demo our solutions through a brief tour, or request a live demo.



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Contact us for more information
Speak to a sales representative by calling 860-454-0026 or 408-356-0538 #3