As a physician, you know how hard you have worked to earn your qualifications. Now it’s time to explore ways to optimize your investments to generate maximum value for your future and legacy. Here is some information that may help you enhance your holistic investment strategy.

1. Some 401(k)s may have a self-directed brokerage account option.

Did you know that many 401(k)s, by default, only provide a preselected lineup of investments?

The result: Some of the most important financial decisions that you make around the hard-earned money that you are putting away each month are limited by pre-selected choices that were made without your specific situation in mind.

Self-directed brokerage accounts offer the next level of choice and flexibility to professional working class investors by opening up their 401(k)s to access other investment options.

2. CERTIFIED FINANCIAL PLANNER™ Practitioners can help guide 401(k) investment strategies.

Did you know that many 401(k)s, by default, do not lend access to a CERTIFIED FINANCIAL PLANNER™ Practitioner?

The result: Investment decisions are often made without sufficient advisory oversight to guide investment strategies that are specific to an overall financial picture.

Self-directed brokerage accounts offer 401(k) investors the ability to establish a direct relationship with a CERTIFIED FINANCIAL PLANNER™ Practitioner to provide a more personal approach to asset management.

3. Coordination may help to ensure an improved investment strategy.

Did you know that many highly compensated individuals are investing through company-sponsored retirement plans and through personal brokerage accounts as completely separate silos?

The result: Investment strategies may be sub-optimized compared to the range of investment avenues that could appear on an over-arching financial roadmap considering all aspects of individual plans and objectives.

Self-directed accounts make it possible for CERTIFIED FINANCIAL PLANNER™ Practitioners to manage individual 401(k) assets holistically with other outside investments.

Did you know? Fidelity’s Personal Choice Retirement Account® (PCRA) and Charles Schwab’s BrokerageLink® provide investment choices by allowing access to thousands of additional funds that go beyond the traditional funds offered by many employer plans.

At Ibis Capital, we are redefining the investor relationship by bringing innovation to your investment strategies through education and execution. We can establish self-directed accounts, manage your portfolio, and coordinate your overall investment strategy.

To learn more about Ibis Capital, contact us at (855) 300-4247 or visit us at

The above information is provided in the pursuit of sharing financial education and is not a solicitation.

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Interested in learning more about how Ibis Capital can help you with your financial journey?

We’d love to talk with you. We’re generous with our time, and love meeting new people.

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