We have developed over a dozen model portfolios that are a good fit for most clients with assets between $1,000 and $250,000. These tax-efficient models are automatically re-balanced; and your placement into a particular model is based on a series of questions that help us determine your investment objectives, and your tolerance for volatility in your portfolio. To add financial planning, please review and select your service level here.
Our Investment Management service competes with the best of breed “robo-advisors” in both cost and efficacy. If you have ever considered using an automated investment service like WealthFront or Betterment, please consider using our automated investment management program. We think you’ll love our in-house developed, yet robust technology-enabled platform.
Please see the table below for a complete comparison of the differences in our service offerings.