203 West Franklin Street
Centerville, OH 45459
Phone: 937-434-5697 or 866-401-ADVR
Our 401k Advisor is an affiliate of 401Advisor, LLC, a Registered Investment Advisor. Our financial professionals
have more than 60 years combined experience helping business and individuals achieve their financial goals, and
bring a wealth of knowledge and experience to Our401Advisor.com.
For the past several years, 401 Advisor, LLC has been individually managing 401(k) accounts for our fee based,
high net worth clients while still employed. Most people had never heard of a service such as this, and the few that
we knew of charged as much as 2.5% annually to manage client 401(k) accounts.
We knew there had to be a way to offer this type of service to the millions of workers who need investment advice,
but don’t have the resources to pay for private money management. Thus the birth of Our 401k Advisor.
Our 401k Advisor is for those who want a more secure financial future.
Our 401(k) Advisor Team:
William DeShurko - CFP®, AAMS - Portfolio Manager (Email Bill at Bill@401advisor.com)
Bill began his career in the financial services industry in 1987, and started his own company in 1993. In 2003,
frustrated by the losses incurred by individual investors who followed the industry’s “buy-and-hold” philosophy, he
formed 401 Advisor, LLC, a Registered Investment Advisor. Following his own research, and work done with
Professor Stan Eakins, Professor of Finance at East Carolina University, he built 401 Advisor around the use of his
proprietary trading models. These models are designed to take advantage of market opportunities, while avoiding
poor performing areas (including the entire market if necessary) to minimize potential client risks.
Bill has hosted “Money Sense” a financial talk radio show, sponsored “The Nightly Business Report” on local
ThinkTV and provided the “Financial Minute” a Public Service spot for local ESPN Radio. He became a life member
of “Who’s Who in Business and Finance” in 2000. He has also authored several published articles and has just
finished his first book, “The Naked Truth about Your Money” published by Penguin Group.
He is a sought after public speaker, speaking regularly on financial planning topics for the Ohio Public Employee’s
Retirement System (OPERS). He has also worked as a consultant with the Montgomery County Prosecutor’s
Office in prosecuting investment fraud.
Bill oversees the existing models, determines investments, and is consistently working to fine tune existing
models and researching new investment opportunities.
Thomas Wild – Director of Client Relations (Email Tom at twild@The401kHelpCompany.com)
With over 20 years in the financial services industry Tom and his team are dedicated to meeting the needs of our
clients. Tom introduces clients to our investment management philosophy and determines a
course of action for all our new clients.
In addition to his duties with new clients, Tom is also in charge of seeking out alternative investment vehicles to
meet our clients ever expanding financial needs.
Stefan Geyer -- Stefan is the owner of Geyer Wealth Management where he takes a holistic approach to
managing clients' wealth. He works as a client relationship manager for 401 Advisor, LLC and coordinates his
clients' investment portfolios with our investment strategies.
Michelle Bolanger – Trade Desk Manager (Email Michelle at MIchelle@401advisor.com)
Michelle came to 401 Advisor after several years in the banking industry as a registered sales assistant. Michelle
is responsible for the placement and execution of all trades for clients. She is also responsible for the
disbursement of funds for clients seeking redemptions and works closely with Bill DeShurko to see that all model
trades are executed correctly.
When you engage in the services of 401 Advisor LLC, you will be assigned an account manager as your main
contact with us. But rest assured you are getting our entire team of financial professionals working on your
account. Any member of our team is available to meet with you or answer any question you may have. Due to the
time requirements of managing our proprietary models, William DeShurko is limiting his direct individual client
management to only those clients with greater than $500,000 of assets under management, unless specifically
Your Privacy is Important to Us.
We value your privacy. Your information
is kept secure and confidential. If you
have any questions, please feel free to
©2009 401 Advisor, LLC. All rights reserved.
About Our Business
Market Technicians Association announces the 2008 Recipients of the Charles
H. Dow Award which is granted annually by the MTA for excellence and creativity
in technical analysis. Click to see the MTA Announcement.
The recipients of the 2008 Charles H. Dow Award are: Mr. William DeShurko,
CFP®, Professor Stanley G. Eakins, and Assistant Professor Samuel L. Tibbs,
for their paper entitled Using Style Index Momentum to Generate Alpha. Mr.
William DeShurko, CFP® is the President of 401 Advisor, LLC.
The strategy utilizes the Russell style indexes to take advantage of the
significant momentum these indexes have exhibited over certain look back
periods. This style index momentum provides a diversified, index-based, low
cost strategy that has outperformed on both a raw and risk-adjusted basis
For more information
on the Market
Association, click on
the MTA logo.
To read Bill's
white papers, click
Bill Nominated as a Naaim Trendsetter! Click here for more information.
The National Association of Active Investment Managers (NAAIM) was formed in
1989 as a non-profit association of registered investment advisers who provide
active money management services to investors. NAAIM includes more than 140
member firms nationwide, managing an estimated $14 billion. The
association's website is www.naaim.org.
The Trendsetter designation recognizes managers who consistently participate
in the Weekly NAAIM That Trend Survey of Manager Sentiment conducted by the
association since July of 2006.
NAAIM That Trend tracks NAAIM member firms - active investment managers
who manage assets by staying in sync with market trends. The NAAIM indicator
is designed to provide the active manager's view of market direction and risk.
NAAIM and NAAIM members use the results to demonstrate the value to
investors of pursuing an active investment strategy.
To Read more about NAAIM, click the 'About NAAIM' link to the left.
The Naked Truth About Your Money is a primer written for the Millennials to help
them learn to responsibly handle their money. However the book has great tips
for anyone who wants to be a better money manager.
To learn more about Bill's book, click on the book.