As a highly-respected professional, you have worked hard to get where you are today.
You deserve the same quality service and care that you provide to your patients.
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.
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!
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 |