A Modern Twist on Investment Management

While automated robo advisors and one size fits all investing works for some, it’s just not right for those with more complex financial planning and investment management needs.  That’s why we’ve combined our financial tools with the added personal touch of an advisor.

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Technology

Our fees are customizable and always transparent.

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Advisors

We have a Certified Financial Planner on staff. The CFP certification

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Minimums

We have different programs for different investment minimums

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Act in Your Best Interest

Our fees are customizable and always transparent.

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Optimize Your Portfolio

We have different programs for different investment minimums

WHAT TO EXPECT WHEN INVESTING THE GUIDED WAY

  • Annual risk assessment profile
  • Customized portfolio
  • Financial guidance from a certified financial planner
  • Monthly email updates
  • Online Access to Investments
  • Account Aggregation
  • Annual Review
  • Personal Advisor

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WHAT IT COSTS

250K – 1MM 1MM – 2MM 3MM – 5MM 5MM+
1.25% 1.10% 1.00% 0.90%