Our model portfolio service is a lower-cost, more automated platform designed for Do-It-Yourself investors. The model portfolios are designed to meet the traditional needs of many investors.
As with all of our investment management services, we conduct substantial research and analysis based on decades of experience when building and maintaining our model portfolios.
Unlike many "robo" programs, experienced financial advisors are available to help clients determine needs and answer questions, if needed. Most interaction with this service is done via email and over the internet.
If you are interested in this service, please email Brinley Kranz at firstname.lastname@example.org.
Building Wealth Wisely
Portfolio Management, LLC