One Place to See Your Whole Portfolio Picture
For many working individuals, their 401(k) (or other workplace retirement plan) can quickly and quietly become one of the largest pieces of their entire portfolio.
When those assets are not managed alongside your other accounts, it's very likely that risk and diversification drift out of sync with the rest of your plan. This is especially true for workplace plans that are heavily weighted toward company stock, or that offer a limited menu of investment options to begin with — leaving little room to build real diversification inside the account itself.
For eligible workplace retirement accounts, our team can manage your 401(k) directly within its own plan — and NCM360 is where you'll see it all come together, alongside the rest of your portfolio, with the same performance reporting and asset allocation view as everything else we manage on your behalf.
Built around your plan's options. Our team builds and manages a portfolio using the investment options available within your specific workplace plan, aligned with the same approach used across your other accounts.
One complete view. That account shows up in NCM360 right alongside the rest of your portfolio — performance, allocation, and all.
One fee structure. Its value is folded into your total household assets, including how fees are calculated, so there's no added cost simply because the account lives somewhere else.
A financial plan is only as strong as its full picture. NCM360 makes sure that picture includes every account working on your behalf — no matter where it's held.