Introducing the Institutional Intelligent Portfolios®
Your fully automated online investment account, merging strategic investment portfolios with professional financial guidance.
Once your account is invested you will have access to out team of financial advisors that can help answer any questions you have along the way.
The Institutional Intelligent Portfolios®
Our team of financial advisors have more than 50 years of combined industry experience. We are available to provide guidance and answer any investment questions you may have.
No transaction fees, no hidden advisory fees, no commission fees. Just an annual advisory fee of 1.00% plus the fees and expenses associated with the funds in your portfolio. This means that with a minimum investment of $5,000, your estimated quarterly fees would be just $12.50. With it, you get account monitoring, automated rebalancing, and access to financial advisors if you need a little guidance or have any questions along the way.