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GWP Platform

Digital Investing Through Guided Wealth Portfolios

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

With guided wealth portfolios, we aim to provide you with a diversified portfolio that matches your risk preferences and help you work towards your unique financial goals.

This is combined with daily account monitoring that auto-rebalances your account when necessary and identifies tax-saving opportunities to not only keep your portfolio in line with its goals, but potentially improve it for greater diversification and future growth.  With Guided Wealth Portfolios, you don’t have to worry about managing or updating your portfolio, as we handle it for you. You get insight into what’s happening in your portfolio through your online portal, and if you ever have any questions about your investment strategy, we’re just a phone call away.

All Guided Wealth Portfolios are made up of a mix of low-cost exchange-traded funds (ETFs). An ETF is a type of fund that owns groups of assets like stocks or
bonds and is designed to provide portfolio returns in line with a particular index, such as the S&P 500. ETFs can provide you a diversified portfolio and are traded
like stocks, making it easier to take advantage of market changes and potential tax-saving opportunities.

Advisor relationships

While other digital investing solutions, or robo advisors, offer online investment management, many don’t include a direct personal relationship with a financial advisor—unless you’re willing to invest substantial amounts.

With Guided Wealth Portfolios, no matter how large or small your investment amount, you get a personal advisor dedicated to you and your goals. All you need to get started is $5,000* to invest. Whatever your investment goals, we can help you.

Intelligent investing

Guided Wealth Portfolios offers investment management designed to help you pursue your financial objectives. You’ll receive diversified allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.
By investing with us, you’ll enjoy:

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 any time you have a question about your account or investing strategy 

How It Works

Provide an email address and choose a password so your information is protected. Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be.  Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences. 
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.

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