Our Company
Mission Statement:
Our mission is to provide individual and small institutional investors of all levels with affordable solutions to the management of their 401(k) investments in order to establish a strong foundation for retirement. The application of our advanced forecasting models and recommendations will enable our customers to develop the most effective portfolio allocation based on the detailed and on-going analyses of historical data for each security. We strive to continuously provide innovative solutions in order to ensure that the ever changing needs of our customers are consistently met with certainty and predictability.
Our Story:
Ever since its inception, the concern and importance regarding 401(k) investment has been greatly escalating. Many people either spend great amounts of their hard earned dollars on portfolio managers to handle their retirement funds, or just haphazardly allocate their 401(k) contributions. In 2007, our founder had a vision to change the entire culture of 401(k) investment. The idea was simple; to create a web-based service that provides sophisticated portfolio optimization and performance analysis tools so that individuals can effectively and efficiently self-manage their 401(k) plan. And, by establishing a media platform where people can interact and share their 401(k) investment strategies, our company, Wall 401k, was born.
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