Investment Strategy Features:
- No transaction costs
- Our portfolios are invested in ETFs and Mutual Funds
- ESG and Tax-Free Income portfolio strategies available
- Actively managed and rebalanced on an ongoing basis
- Excellent way to build wealth using a dollar cost averaging strategy
Ideal for:
- Investors that are looking for investment management without a full advisory relationship
- Clients that want to build wealth over time by adding to an account on a regular basis
- Individuals who are comfortable with technology and are looking for a solution that offers investment management, account aggregation, and financial planning software
- Consolidation of former retirement plans