Even though there are plenty of other robo-advisor platforms out there that let you manage your investments online, the majority don’t include access to a dedicated financial advisor that can provide you with professional help and guidance whenever you need it.
When you use GWP, we’ll offer you the personal investment advice that you need, adapted to your unique needs and objectives, so that you get the guidance that you require while investing. Here is what’s included in our Guided Wealth Portfolios service:
When you choose our Guided Wealth Portfolios, you’ll get professional investment management that is designed to bring you closer to your financial objectives faster, all while reducing risks associated with volatility. When you invest with us, you’ll get:
Constant Portfolio Monitoring – We monitor your portfolio on a daily basis, so that it can be rebalanced as needed.
Sound Financial Advice Whenever You Need It – Our team of experts will be happy to help you, whether you just have a simple question about your account or need an entire customized investment strategy created for you. If you need help, you can reach Brent or Lance Steinberg by phone or meet them at our offices in downtown Portland. Our service combines a smart and technologically-advanced robo advisor platform, together with access to local investment professionals.
Personalized Investment Roadmap – When you get started with us, you’ll receive a personalized investment roadmap that takes into account your goals, risk preferences and investing time horizon. Later on, when you get closer to your retirement, your investment allocations will be adjusted to ensure that you’ll be able to work toward your objectives.
Tax-Efficient Investing – We’ll carefully analyze the assets in your portfolio and allocate them in the most tax-efficient manner possible. Every time we make a trade, we take into account its tax impacts so that you’ll be able to minimize the amount of tax payable on your investments.
Complete Investment Advice – We want to get you closer to your retirement goals. This is why we perform a thorough analysis of your investments and goals at the start. We’ll give you the holistic advice that you need to make the best investment choices based on your current situation and investment goals. Remember that our advisors are just one phone call away, so you can always count on us to be there if you need help.
Tax-Loss Harvesting – Should one of your investments experience a loss, we can sell it so that the taxable gains of other investments in your portfolio are offset. If an investment is sold, it will be replaced by a similar one. This allows you to get maximum tax benefits, all while keeping a portfolio that is properly diversified at all times.
Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. 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.