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CLIENT TOOLS

Cleveland Clinic Savings and Investment Plan

EMH Regional Healthcare

University Hospitals 403(b)

St. John West Shore Hospital 401(k)

Sherwin-Williams

 

ACCOUNT ACCESS

Shareholders Group

Fidelity Net Benefits

Schwab Alliance


 

 

University Hospital

As a highly-respected professional, you have worked hard to get where you are today.


Your years and years of schooling and dedication to your craft should not be squandered by the improper management of your University Hospital 403(b) Plan.

You deserve the same quality service and care that you provide to your patients.

You could benefit from working with me. Roger Balser and Balser Wealth Management, LLC. When you do I assure you we will add value to your financial well-being.

Assuming this interests you let’s have a telephone conversation. In that call you will pretend you have already hired me. We will review your individual University Hopsital 403(b) and I will share with you the disciplined approach I take to investing.

This is the best and frankly only way to know if my expertise is exactly what you are looking for.
If not based on our conversation the information you receive will transform your individual retirement account.

A bold claim.

SURE.

Dozens of my clients will tell you based on the results they received from Balser Wealth Management their financial well-being improved significantly. So much so my fee was inconsequential!

 Let’s talk. Call 440-934-3114, or email:info@balserwealth.com.


Current University Hospital 403(b)

According to our records, these are University Hospital 403(b)'s current plan investment options. If any of the options have changed and aren’t reflected here, please let us know. Send additions or deletions by emailing info@balserwealth.com.


Investment

Symbol

Fidelity 130/30 Large Cap

FOTTX

Fidelity Asset Mgr 40%

FFANX

Fidelity Asset Mgr 50%

FASMX

Fidelity Asset Mgr 60%

FASNX

Fidelity Asset Mgr 70%

FASGX

Fidelity Asset Mgr 85%

FAMRX

Fidelity Balanced K

FBALX

Fidelity Blue Chip Growth K

FBGKX

Fidelity Blue Chip Value

FBCVX

Fidelity Canada

FICDX

Fidelity Cap Apprec K

FCAKX

Fidelity Capital & Income

FAGIX

Fidelity China Region

FHKCX

Fidelity Contrafund K

FCNKX

Fidelity Convertible Sec

FCVSX

Fidelity Corporate Bond

FCBFX

Fidelity Discip lnd Eq Uity  K

FDEKX

Fidelity Diversified International K

FDIKX

Fidelity Dividend Growth K

FDGKX

Fidelity Dynamic Strategies

FDYSX

Fidelity EMEA

FEMEX

Fidelity Emerging Markets K

FKEMX

Fidelity Equity Inc II K

FETKX

Fidelity Equity Income K

FEIKX

Fidelity Europe

FIEUX

Fidelity Europe Capital Appreciation

FECAX

Fidelity Export & Multi K

FEXPX

Fidelity Fifty

FFFTX

Fidelity Focused High Income

FHIFX

Fidelity Focused Stock

FTQGX

Fidelity Four In One Idx

FFONX

Fidelity Freedom K 2000

FFFBX

Fidelity Freedom K 2005

FFFVX

Fidelity Freedom K 2010

FFFCX

Fidelity Freedom K 2015

FFVFX

Fidelity Freedom K 2020

FFFDX

Fidelity Freedom K 2025

FFTWX

Fidelity Freedom K 2030

FFFEX

Fidelity Freedom K 2035

FFTHX

Fidelity Freedom K 2040

FFFFX

Fidelity Freedom K 2045

FFFGX

Fidelity Freedom K 2050

FFFHX

Fidelity Freedom K Income

FFFAX

Fidelity Fund K

FFDKX

Fidelity Global Commodity Stock

FFGCX

Fidelity Global Balanced

FGBLX

Fidelity GNMA Fund

FGMNX

Fidelity Government Money Market

SPAXX

Fidelity Growth Strategies K

FAGKX

Fidelity Growth & Income K

FGIKX

Fidelity Growth Co K

FGCKX

Fidelity Growth Discovery K

FGDKX

Fidelity High Income

SPHIX

Fidelity Independence K

FDFKX

Fidelity Inflation-Protected Bond

FINPX

Fidelity Instl Shrt-Interm Govt

FFXSX

Fidelity Intermediate Bond

FTHRX

Fidelity International Capital Apprec

FIVFX

Fidelity International Discovery

FIGRX

Fidelity International Enhanced Index

FIENX

Fidelity International Growth

FIGFX

Fidelity International Real Estate

FIREX

Fidelity International Small Cap Opp

FSCOX

Fidelity International Small Cap

FISMX

Fidelity International Value

FIVLX

Fidelity Intermediate Government Inc

FSTGX

Fidelity Japan

FJPNX

Fidelity Japan Smaller Companies

FJSCX

Fidelity Large Cap Growth

FSLGX

Fidelity Large Cap Stock

FLCSX

Fidelity Large Cap Value

FSLVX

Fidelity Latin America

FLATX

Fidelity Large Cap Core Enhanced Index

FLCEX

Fidelity Large Cap Growth Enhanced Index

FLGEX

Fidelity Large Cap Value Enhanced Index

FLVEX

Fidelity Leveraged Co Stock K

FLCKX

Fidelity Low Priced Stock K

FLPKX

Fidelity Magellan K

FMGKX

Fidelity Mega Cap Stock

FGRTX

Fidelity Mid Cap Enhanced Index

FMEIX

Fidelity Mid Cap Growth

FSMGX

Fidelity Mid Cap Stock K

FKMCX

Fidelity Mid Cap Value

FSMVX

Fidelity Money Market

SPRXX

Fidelity Mortgage Securities

FMSFX

Fidelity NASDAQ Comp Index

FNCMX

Fidelity New Markets Income

FNIMX

Fidelity OTC K

FOCKX

Fidelity Overseas K

FOSKX

Fidelity Pacific Basin

FPBFX

Fidelity Puritan K

FPUKX

Fidelity Real Estate Income

FRIFX

Fidelity Real Estate Investment

FRESX

Fidelity Select Air Transport

FSAIX

Fidelity Select Air Transportation

FSAIX

Fidelity Select Automotive

FSAVX

Fidelity Select Banking

FSRBX

Fidelity Select Biotechnology

FBIOX

Fidelity Select Brokerage & Investment

FSLBX

Fidelity Select Chemicals

FSCHX

Fidelity Select Communications Equip

FSDCX

Fidelity Select Computers

FDCPX

Fidelity Select Consumer Discretionary

FSCPX

Fidelity Select Consumer Staples

FDFAX

Fidelity Select Construction & Housing

FSHOX

Fidelity Select Defense & Aerospace

FSDAX

Fidelity Select Electronics

FSELX

Fidelity Select Energy

FSENX

Fidelity Select Energy Service

FSESX

Fidelity Select Envir And Alt Energy

FSLEX

Fidelity Select Financial Services

FIDSX

Fidelity Select Gold

FSAGX

Fidelity Select Health Care

FSPHX

Fidelity Select Industrial Equipment

FSCGX

Fidelity Select Industrial Equipment

FSCGX

Fidelity Select Industrials

FCYIX

Fidelity Select Insurance

FSPCX

Fidelity Select It Services

FBSOX

Fidelity Select Leisure

FDLSX

Fidelity Select Materials

FSDPX

Fidelity Select Medical Equip & Systems

FSMEX

Fidelity Select Medical Delivery

FSHCX

Fidelity Select Multimedia

FBMPX

Fidelity Select Multimedia

FBMPX

Fidelity Select Natural Gas

FSNGX

Fidelity Select Natural Resources

FNARX

Fidelity Select Pharmaceuticals

FPHAX

Fidelity Select Retailing

FSRPX

Fidelity Select Software & Comp

FSCSX

Fidelity Select Technology

FSPTX

Fidelity Select Telecommunications

FSTCX

Fidelity Select Transportation

FSRFX

Fidelity Select Wireless

FWRLX

Fidelity Short-Term Bond

FSHBX

Fidelity Small Cap Discovery

FSCRX

Fidelity Small Cap Enhanced Index

FCPEX

Fidelity Small Cap Growth

FCPGX

Fidelity Small Cap Stock

FSLCX

Fidelity Small Cap Value

FCPVX

Fidelity Southeast Asia

FSEAX

Fidelity Stock Selector All Cap K

FSSKX

Fidelity Stock Selector Small Cap

FDSCX

Fidelity Strategic Dividend & Income

FSDIX

Fidelity Strategic Real Return

FSRRX

Fidelity Strategic Income

FSICX

Fidelity Telecom & Utilities

FIUIX

Fidelity Total Bond

FTBFX

Fidelity Total International Equity

FTIEX

Fidelity Trend

FTRNX

Fidelity Ultrashort Bond

FUSFX

Fidelity Us Treasury Mm

FDLXX

Fidelity Value Discovery K

FVDKX

Fidelity Value K

FVLKX

Fidelity Value Strategies K

FVSKX

Fidelity Worldwide

FWWFX

Fidelity Cash Reserve

FDRXX

Fidelity Government Income

FGOVX

Fidelity Investment Grade Bond

FBNDX

Fidelity New Millennium

FMILX

Fidelity Nordic

FNORX

Fidelity Ret Government Money Market

FGMXX

Fidelity Retire Money Market

FRTXX

Fidelity US Bond Index

FBIDX

Fidelity US Government Res

FGRXX

Gabelli Asset AAA

GABAX

Gabelli Value A

GABVX

Janus Overseas

JAOSX

Janus Worldwide

JAWWX

Fidelity Mid Cap Growth

FSMGX

Morgan Stanley Institutional Mid Cap Growth

MACGX

Pimco Tot Return Adm

PTRAX

Rs Small Cap Growth A

RSEGX

Spartan 500 Index

FUSEX

Spartan International Index

FSIIX

Spartan Extended Market Index

FSEMX

Spartan Intermediate Treasury

FIBIX

Spartan Long-Term Treasury

FLBIX

Spartan Short-Term Treasury

FSBIX

Spartan Total Market Index

FSTMX

Templeton Developing Markets A

TEDMX

Vanguard Balanced Index

VBASX

Self-Directed Option
In addition to the menu of mutual funds already listed, your University Hospitals 403(b) Plan offers a Self-Directed Account option (SDA). A self-directed account is a brokerage account that resides within your employer-sponsored retirement plan. With the SDA, you enjoy the flexibility of greater choices of investments inside your retirement plan (e.g. ETFs, common stocks and a wider variety of mutual funds) and receive ongoing portfolio management by Balser Wealth Management, LLC. By extending your investment options, the SDA may help you better meet your investment objectives.

For a complimentary review and analysis of your current University Hopsital 403(b) investments, simply complete and submit the form below.
:
:


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Balser Wealth Management, LLC
36873 Harriman Trail — Avon — Ohio 44011
Phone: 440-934-3114— Mobile: 440-610-3012
Email: info@balserwealth.com
© 2005 - 2011 Balser Wealth Management, LLC

All Rights Reserved

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