University Employee Services

You worked hard and long to build up a significant University retirement account. Now you deserve the insight an investment expert can provide.

Bank of Ann Arbor can help maximize your 403(b) retirement funds, as we've done with countless other investment clients who've benefited greatly from objective, professional advice developed around their personal goals.

Our University Retirement Advisory Services include:

  • Face-to-face meetings to understand your goals and objectives.
  • Developing a road map or investment policy statement.
  • Selecting funds by analyzing the characteristics of each investment: performance, risk, investment style, expense ratios and more.
  • Utilizing quantitative and qualitative criteria to develop your investment portfolio.
  • Monitoring your retirement account on an ongoing basis and making prudent adjustments based on your personal goals and changes in the financial markets.
  • Making important investment decisions for you using an experienced team of local professionals with a proven track record.
  • A dedicated team of professionals with the market insight to provide these investment services for any or all of your accounts: retirement plans, IRA's, personal investments, and/or trust accounts.

Our retirement advisory professionals provide independent, third-party, objective investment advice for Fidelity and TIAA-CREF retirement participants. You'll receive portfolio management without a conflict of interest at a reasonable fee.





Retirement Planning

 
We help companies with their 401k and 403b retirement plans

We help companies with their 401(k) and 403(b) retirement plans