What’s A Guided Wealth Portfolio?
InVest for your future with our Guided Wealth Portfolio investment platform, where you get our experience and expertise PLUS the added convenience and transparency of a 24/7 digital investing solution.
Guided Wealth Portfolio (GWP) is our digital investing solution that allows you to invest for your future by combining the personal experience and guidance of a Wealth Management Professional and the added convenience and transparency of a 24/7 online portfolio manager. Now you have the freedom to invest your way—anytime, anywhere!
Digital Investing With a Personal Touch
Our Guided Wealth Portfolio system is an investment solution for both those who are new to the investing game and who have been saving for a while. It works because we use proprietary technology to design your personalized plan to help you pursue your goals – whether you want to invest for retirement, purchase that dream car, or simply want to get some lazy cash into the market so it’s not just sitting around. You’ll enjoy the simplicity of online account management with one-on-one support from a Wealth Management Professional who is dedicated to you and your goals no matter what stage in the journey to financial freedom you’re in.
Professional Guidance
While other digital investing solutions, or ‘robo advisors,’ offer online investment management, many don’t include a direct personal relationship with an advisor (unless you’re willing to invest substantial amounts). Here at InVestra, you don’t have to be wealthy to get started – if you’re 62 or younger, you can open your GWP portfolio with as little as $5,000. By having a Guided Wealth Portfolio, investors can enjoy low management costs, tax-efficient investing, and tax-loss harvesting.
Start by Getting a Free Personalized Proposal
Step 1: Visit Getting started with Guided Wealth Management by following this link or by clicking the ‘Start Now’ button above. It only takes an email address to begin.
Step 2: Answer a few simple questions to tell us a little bit about yourself and how you feel about taking on risk when investing so we can determine how to set up your portfolio.
Step 3: Get a personalized portfolio that outlines our recommended investment strategies and how much you could potentially earn!
Open Your Account
Step 4: Link a current investment account or fund it with cash.
Step 5: Sign your digital enrollment documents via DocuSign, and let GWP do the rest!
Why GWP?
- Lower fees than traditional advising services
- Lower account minimums (just $5,000 to start)
- Automatic account diversification and rebalancing
- Tailored specifically to your age, risk tolerance, and portfolio size
- Focused on investing: Growth Mode
- 24/7 online access to your account
- Ideal for self starters
- Want the perks of professional wealth management without the cost
Open your Guided Wealth Portfolio investment account today in just minutes, then begin investing using our intelligent market resources. Ready to get started? Click here.
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