Welcome!
Prudent Investor Advisors, LLC, the SEC Registered Investment Advisor to the Southeast Valley Gastroenterology Consultants, P.C. 401(k) Profit Sharing Plan (your Plan), welcomes you to this part of our website dedicated to your needs as a participant in the Plan.
Important Note: To conduct any transactions in your Plan account, you must access your account through the First Mercantile website at:
https://secure.yourinvestmentaccount.com
This is the primary source for information about your Plan account such as finding out how to replace your PIN number.
Should you have any investment-related questions concerning your Plan account, please contact Highland Advisory Group at tcook@highlandwealth.com. An advisor there will get back to you within 24 hours, but usually within the same day.
This website can be browsed for general information about your Plan as well as more specific information concerning the model portfolios and the individual mutual funds offered in the Plan, and other information such as contacts for your Plan, Social Security and retirement planning. This website also includes investment articles geared to beginning, intermediate and advanced investors. In addition, you can view video interviews with prominent financial economists.
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Eugene Fama
Awarded Nobel Prize in Economics |
Prudent Investor Advisors, LLC - Investment Philosophy
This seven-page paper provides a very detailed look at the investment philosophy of Prudent Investor Advisors, the investment advisor to your Plan.