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This website is operated and maintained by Prudent Investor Advisors, LLC, a registered investment advisor. Recordkeeping services are provided by Aspire Financial Services. References to "free" services refers to the fact that workIRATM does not charge a fee or receive other compensation from employers. However, employees who open a workIRATM account will be charged fees according to the fee schedule provided at the time of account opening as well as available in the legal section of this website. Funds are provided by Dimensional funds distributed by DFA Securities LLC, Vanguard, a registered trademark of The Vanguard Group, Inc. and Fidelity Investments. There is no form of legal partnership, agency affiliation, or similar relationship between Prudent Investor Advisors and any of workIRATM’s fund providers, nor is such a relationship created or implied by the information herein. Custody and brokerage services are provided by Matrix Financial Solutions and MG Trust Company.
Past performance is not indicative of future results. Hypothetical performance (such as back tested results or projected performance) does not reflect the performance of actual accounts and are not intended to serve as a guarantee of future results. Investments are not FDIC insured. Investing involves risk and investments may lose value. Please consider your objectives before investing. Neither this website nor any of its contents shall constitute an offer, solicitation, or advice to buy or sell securities in any jurisdictions where Prudent Investor Advisors is not registered.
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