Bocce Your 401(k). Simplified. Gamified. Investing for retirement looks like a big challenge. And it can be stressful. Your 401(k) is for you…

We love investing.

But at Bocce, we believe two things…

Investing can be fun. Bocce is the project of a boutique investment research firm that spends its time digging deep into research. We have a staff of more than 200 people – including a half a dozen lawyers, a medical doctor, several PhDs, over a dozen CPAs and two dozen MBAs, a half a dozen CFAs, chemists, engineers, biologists, mathematicians… and more. With

all that expertise and research experience, we’ve realized that most people can’t get the coaching they need to make simple investment choices in their 401(k). There are time-honored lessons in investing that can help you invest better, and understand your investments better, so you feel ready for retirement. But the financial business isn’t set up for sharing information and insight. On Wall Street, everyone wants to manage your money, collects fees, or sell you into particular funds or investment products. We don’t do any of that. We just want to share our expertise in plain language for everyone who gets that 401(k)-enrollment packet. That should be a thrilling moment… not a stressful obligation. Bocce can help!

01/16/2024

Financial illiteracy is the leading cause of unpreparedness for retirement. We believe financial illiteracy is solvable…and retirement readiness is improvable. Welcome to Bocce.

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Baltimore, MD
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