Our suite of financial tools takes the heavy lifting out of planning and investing for retirement by automating the day-to-day work of managing your retirement accounts.
Our technology gives you access to institutional investment advice and management at a low cost.
Our team of dedicated retirement counselors will help you identify a long-term investment strategy that fits with your goals.
We use industry-leading financial modeling to build you a diversified portfolio and rebalance it when necessary.
Get started with our retirement planning tools, which will help you identify how much money you'll need to retire and how to get there.
We've made it easy to get a clear look at your entire financial picture.
Connect all your investment accounts.
Adjust your strategy as you see fit.
Our IRA is built using funds selected by a leading institutional money manager and designed with everyone in mind, with zero minimum balance.
Questions? We have answers. If you can’t find what you're looking for, feel free to get in touch.
We take the heavy lifting out of managing your 401(k) by analyzing your account and ensuring your money is allocated properly.
Our initial retirement review and advisory services are complimentary. This includes access to our retirement counselors and a full analysis of where you stand today in planning for retirement. If you sign up to have Future Capital manage your account, you will receive active account management, professional investment research, counseling and advice that is typically reserved for larger institutional investors. With our management services, we research the mutual funds available through your retirement plan and invest in a portfolio appropriate for your age within the strategy you select. We do the ongoing research of those mutual funds and make any changes needed to the portfolio, including adjustments for plan fund lineup changes and regular rebalancing.
No. Future Capital integrates directly with the financial institution providing your 401(k). We initiate trades on your behalf to make sure that you’re invested in the optimal funds available to you through your retirement plan.
We are completely transparent when it comes to our fees. Our pricing is based on a monthly subscription model that scales with your account balance. You can pay like you would for any other subscription service, with a credit or debit card. Subscriptions start at $9 monthly for the first $50k, and then $20 for each additional $50k managed. Visit our pricing page for a full breakdown.
There are always opportunities for success, but it requires a lot of time and discipline to achieve the same results as dedicated investment professionals. We have the staff, services and technology to help you reach your retirement goals by focusing on investing so you don’t have to.
You can access your retirement account at any time through our dashboard, where you can adjust your investment strategy and track how you're performing to your goal. You'll be able to see exactly how your money is allocated within the funds that are available to you through your retirement plan.
Accounts are typically adjusted every quarter. Future Capital may also make adjustments to your account to reflect market conditions or portfolio fund changes and will notify you when these situations occur via your email, if provided, or mailed to you by post.
Yes. We are required by law to act in our investors' best interest, rather than our own.
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