Visible Investing 401(k) Optimizer^™ Principles 

At the core of Visible Investing are foundational investing principles which includes a methodology and mechanism for successfully dealing with changing market, personal and tax conditions. Visible Investing principles are rooted in the wisdom of Warren Buffett, and are proven to help individual investors reach their investment objectives.

Proven

A proven approach that is independent, consistent, understandable, safe, measures success by clients' performance, has low fees, and with which you can be comfortable.

Simple

Within every investor's ability to learn, understand and use to build their desired retirement nest egg. 

Assured Performance

Eliminates the chance of under-performance.

Risk Averse

Takes all of the risk you need, but not more than you can withstand. 

Diversified

Adjusts risk by reducing the volatility of markets, sectors, individual businesses, inflation, currency and events. 

Fee and Tax Sensitivity

Minimizes the impact of fees and taxes that can place a burden on your results.