Digital investing through guided wealth portfolios
Online Investing Personalized for You
Online Investing Personalized for You
Online Investing Personalized for You
Guided Wealth Portfolios is our digital investing solution that allows you to invest online with a low starting minimum and low-cost, exchange-traded funds (ETFs) while working with a personal financial advisor. Whereas other, similar solutions, called “robo advisors,” often require a large investment amount before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*
What You Get
Online Investing Personalized for You
Online Investing Personalized for You
With Guided Wealth Portfolios, you get a diversified portfolio personalized for you and your individual investment goals. Guided Wealth Portfolios is an innovative way to invest for your future, whether you want to invest for retirement or a major purchase like a new home—or simply want to get your money in the markets so it’s not sitting idle. You’ll also get to build a relationship with a financial advisor and engage with a personalized, online dashboard that shows you how your account is doing along the way.
To see if Guided Wealth Portfolios could be the right investing solution for you, click on the link below, where you can answer a few brief questions about your goals and receive a personalized proposal.
How It Works
Online Investing Personalized for You
How It Works
1. Provide an email address and choose a password so your information is protected.
2. Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be.
3. Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences.
4. Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios.
If you like your Guided Wealth Portfolios proposal and want to begin working with a financial advisor while enjoying the convenience of online investing, you can choose to open an account immediately. You’ll have the option to transfer an existing investment account or fund your account with cash—it’s just that easy.
We implement your personal portfolio using proven diversification techniques and sophisticated algorithms. You’ll receive allocations designed for you and your savings goals, and benefit from trading techniques that can help reduce taxes. Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.
Get Your Personalized Proposal to See If Guided Wealth Portfolios Is Right for You
Whatever your financial goals, we can help you.
Intelligent Investing
Guided Wealth Portfolios offers investment management designed to help manage your portfolio against volatility and help you pursue your financial objectives. By investing with us, you receive:
Personalized Roadmap
Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.
Holistic Advice
By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.
Tax-efficient Investing
Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.
Consistent Monitoring
Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.
Tax-loss Harvesting
If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.
Financial Advice
We’re available if you have a question about your account or investing strategy.