Our unique online robo-advisor platform lets you invest in your future by bringing together advanced technology with personal attention from an experienced personal financial advisor. You’ll receive advice from Steinberg Investment Group, a firm with more than 70 years of combined investment expertise, together with an automated investment solution.
Our Guided Wealth Portfolios (GWP) come with a wide range of benefits, such as quality investment advice adapted to your needs that is delivered through an online robo-advisor platform, as well as around the clock access to your investment accounts.
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:
No matter what your retirement savings goals are, our GWP service is there to help you. We regularly serve many investors that are extremely satisfied with what our robo advisor services offer them.
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:
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 non-affiliated 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.
References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.