Our Digital Advice Platform provides a unique suite of online wealth advisory tools designed for electronic delivery. The platform consist of the following offerings:
• Automated portfolio account opening and management services
• Automated 401k advice subscription service
• Automated Thrift Savings Plan advice subscription service
• Complimentary electronic wealth magazine (bi-monthly)
• Complimentary electronic delivery of timely financial articles and market summaries
• Opportunity to consult with an experienced Wealth Advisor
• Complimentary access to a Client Wealth Portal
Automated Portfolio Management
Automated Portfolio Management services are delivered to you through an automated and interactive web-based investment management system (i.e., "digital advisory" services). This web-based investment program is made available to our clients through an arrangement with Folio Investments, Inc. aka FolioFN Investments, Inc. ("FolioFN"), an unaffiliated SEC registered investment advisor firm and registered broker-dealer, (member FINRA/SIPC). The investment advice rendered under this program is tailored to meet your individual investment needs and objectives and is delivered exclusively based upon information you submit during the electronic account opening process.
Please see our Form ADV Part 2 disclosure brochure and Investment Advisory agreements for complete details.