Digital Investing Through Guided Wealth Portfolios
Online investing, personalized for you
Guided Wealth Portfolios is our digital investment program 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.*
An investment in Exchange Traded Funds (ETF), structured as a mutual fund or unit investment trust, involves the risk of losing money and should be considered as part of an overall program, not a complete investment program.An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
What You Get
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 investment program for you, click on the link below, where you can answer a few brief questions about your goals and receive a personalized proposal.