GuidedChoice

Firm Profile

Established in 1999, GuidedChoice is an independent advisory firm solely focused on fiduciary digital retirement investment advice – partnering with advisors, plan sponsors, recordkeepers, government entities, and small business owners to help participants achieve better retirement outcomes. GuidedChoice’s plan rules engine enables full customization to plan design and line-up, while its digital investment algorithms personalize each participant’s investments with no commissions nor conflicts of interest. Fueled by a powerful mission – the belief in financial freedom for all – GuidedChoice has no affiliations with any institutional investor, investment manager, or brokerage firm. Clients include multiple government entities, nonprofit organizations, small businesses, and Fortune 500 corporations, and advisory services support both qualified and non-qualified retirement plans.
Address
8910 University Center Ln, Suite 400
San Deigo, CA 92122

KEY CONTACTS
Tracey Julien
888-675-4532 ext. 515
tjulien@guidedchoice.com

Jerry Yen
888-675-4532 ext. 101
jyen@guidedchoice.com

WEBSITE
www.guidedchoice.com

PRIMARY MARKET(S) SERVED
Micro <$1 million, Small $1 million-$10 million, Mid $10 million - $100 million, Large $100 million- $250 million, Mega > $250 million

ADVISOR/SUPPORT SERVICES
Participant Advice/Participant Services,
Allows Fiduciary Declaration 3(21)/3(38),
Custom Risk based/target date models