Strive may be able manage your portfolio! Strive Wealth Management was launched to help you create a path to True Financial Freedom. To learn more, visit the Strive Wealth Management page. You can also complete our form to learn more.
Is Strive able to manage my investment portfolio?
Strive may be able manage your portfolio! Strive Wealth Management was launched to help you create a path to True Financial Freedom. To learn more, visit the Strive Wealth Management page. You can also complete our form to learn more.
Can I transfer my IRA or 401(k) Rollover IRA to Strive?
Strive Wealth Management clients do have the opportunity to transfer their IRA accounts and/or their 401(k) Rollover IRAs.
For non-clients: Unfortunately, we do not have the ability to manage a 401(k) or other qualified plan still active at an employer.
However, Strive products could be an available investment option for you in your current IRA or 401(k) plan. Can’t find them? Below are alternative ways you may access or inquire about Strive funds for your portfolio:
If you have access to a self-directed brokerage account, you can purchase the Strive ETFs through most brokerage platforms. Unless imposed by your broker, there is no minimum dollar amount you must invest in a Fund and no minimum number of Shares you must buy.
Contact your plan administrator or HR representative and ask them to include Strive investments as an investment option in your 401(k). To connect your plan representatives with someone from Strive have them fill out the form (link to 401(k) page) on our website.
If you have an IRA or rollover IRA (if you rolled an old employer-sponsored plan/401(k) plan into a new account), the Strive ETFs should be available investment options. Don’t see our products? Contact your brokerage or financial advisor to inquire about product availability.
If you already have an advisor, you may ask them if Strive ETFs are currently available to you. If your advisor would like more information on our ETFs, they may reach out to their regional Strive contact. Contact information may be found here
As a business owner, can I work with Strive to create a retirement plan for my employees?
Yes! The Strive Pooled Employer Plan (PEP) was created to allow you to give your employees the benefit of a shareholder-focused asset manager. To learn more about the Strive PEP or to see if Strive funds may be added to your current retirement plan, you can visit the Strive PEP webpage or email [email protected].
What approach does Strive take towards companies that advance Stakeholder Capitalism?
Strive believes in engagement, not divestment. This means that Strive does not exclude corporations that advance Stakeholder interests. Rather than divesting from these companies, Strive takes an active approach to engaging with and encouraging them to prioritize quality products and returns to their shareholders. If you would like to see Strive’s full voting history and letters of engagement to businesses, please visit the Corporate Governance page.
What is Stakeholder Capitalism vs Shareholder Capitalism?
Shareholder capitalism is a system where a company’s primary focus is on driving value to its shareholders. Alternatively, stakeholder capitalism refers to the concept that companies have a responsibility not only to their shareholders but also to the various groups and societal interests that could be affected by their operations. This approach has prompted companies to engage in value destructive Environmental, Social, and Governance (ESG) policies within corporate America.
At Strive, we are unapologetically committed to shareholder primacy and believe the purpose of a for-profit company is to maximize long-run value to its investors. If you would like to learn more about the history and impact, please visit our Shareholders vs. Stakeholders page.
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