Assets Glocalization Unicorns
A leading provider of Investment and Wealth Management services
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Business 401(k)
Services

  • A.G.U
  • Business 401(k) Services

We deliver services that other advisors can't or won't offer.

Investment Strategies

Assets Globalization Unicorns offers a wide range of investment solutions designed to meet the needs of your business and employees. We collaborate with you to enhance your retirement program by providing flexible investment options, superior fund management, and ongoing investment guidance aimed at maximizing wealth creation. Our dedicated team simplifies plan administration and serves as your primary contact for all servicing needs. Experience how our tailored 401(k) solutions can help your business and employees achieve their financial goals. Contact us today to learn more.

Employee Support Services

Assets Globalization Unicorns redefines partnership in retirement by offering a comprehensive range of employee services that set us apart from other providers. Our offerings include proactive plan enrollment, personalized one-on-one guidance, flexible investment options, and multilingual support. We understand that retirement planning can be complex, which is why our dedicated team is here to ensure your employees receive the assistance they need to make informed decisions and maximize their retirement savings.

Plan Administrator Assistance

Managing your company's retirement plan can be intricate and overwhelming. With responsibilities such as plan compliance, payroll contributions, and addressing employee inquiries, it can feel like a lot to handle. At Assets Globalization Unicorns, we provide you with a dedicated retirement counselor to assist you throughout the entire process, ensuring you have the support needed to navigate these complexities effectively.

Fiduciary Services

As an ERISA 3(38) Investment Manager, we assume full legal responsibility for selecting, monitoring, and updating the funds in your retirement plan, providing you with added protection from investment-related legal risks. At Assets Globalization Unicorns, our focus is on serving you and prioritizing the growth of your wealth. We are legally obligated to act as fiduciaries, always putting your best interests first. Our commitment to fiduciary excellence is reflected in our industry-leading net new asset growth, as clients entrust us with their assets due to our diverse investment choices, valuable advice, strong long-term performance, and high fiduciary standards.

How We Stand Apart

Exceptional Plan and Investment Support

Assets Globalization Unicorns offers flexible investment solutions, top-tier fund management, and continuous investment guidance to optimize wealth creation. cash flow

Streamlined Plan Administration

We simplify retirement plan administration and payroll processes, providing you with a dedicated point-of-contact for all plan servicing, troubleshooting, and vendor management needs.Assets Globalization Unicorns offers flexible investment solutions, top-tier fund management, and continuous investment guidance to optimize wealth creation. cash flow

Exceptional Service

We provide services that other providers cannot or will not offer. With Assets Globalization Unicorns, you will benefit from customized participant education programs and personalized one-on-one meetings designed to enhance employee participation and improve retirement readiness.

Legal Protection

Assets Globalization Unicorns assumes full legal responsibility for selecting, monitoring, and updating the funds in your retirement plan. This arrangement protects you and other plan sponsors from investment-related legal risks.

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Financial solutions
customized for you.

Discover why 155,000 clients* trust Assets Globalization Unicorns to manage their investments and how we can assist you in achieving your financial goals. Our comprehensive approach ensures that you receive the guidance and support necessary to make informed decisions for your future.

*As of 7/1/2024
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