Broker Check

401(k) Advisor - Medical Technologies Management, LLC

Medical Technologies Management, LLC 401(k) Profit Sharing Plan

Your Nelson Securities Representative is David Vose

509-838-1313 Ext 141 | 800-345-7593 Ext 138

For Account Access and Current Fund Performance/Expenses, click the button below.

Login and select  I Want To: Check My Performance.

If you have forgotten your password you can get a new one by calling the Empower Retirement toll-free number 800-854-0647 

Empower Retirement

Model Allocations

Notes (3-31-22) : No Changes this Quarter; Scheduled Rebalancing is Recommended (monthly, quarterly, or annually).

Model Portfolio Holdings are funds we recommend you use for exposure to specific asset classes within your 401(k) plan. See Investor Note below. Our Models are risk based and to determine your Risk Tolerance, download and complete the Allocation Questionnaire. Email your Nelson Representative above for Review and/or ask questions. 

Allocation Changes Highlighted in Yellow: Decrease

Allocation Changes Highlighted in Green: Increase

Model Allocation Current Holding % Highlighted in Blue

Investor Note

Mutual fund investment strategies, which include investing in specific sectors, foreign securities (both developed and developing markets), high yield securities, or small and medium sized securities may increase the risk and volatility of the funds. Changes in interest rates may affect the performance of fixed income (bond) funds. The value of bonds have an inverse relationship with changes in interest rates; if rates increase, bond values decrease and vice versa.

Investors should consider the investment objectives, risks, and charges and expenses of the mutual fund carefully before investing.

The prospectus contains this and other information. A prospectus can be obtained by calling your Nelson Rep at 800-345-7593 or the toll-free number listed below. Past performance is no guarantee for future success.

No Bank Guarantee | Not FDIC or NCUA insured