Robo Investing Columbia, SC
Start Investing for Your Future Today
Whether you’re new to investing or simply want an easier way to manage your portfolio, our robo investing service offers a hands-off approach with smart, integrated strategies. Invest for your future with our new online platform that combines the benefits of a personal financial advisor with comprehensive technology. You still get the Modern Family Asset Management experience and expertise, but with the added convenience and transparency of an automated investing strategy.
About Guided Wealth Portfolios
This digital platform gives you the best of both worlds: an automated investing experience paired with ongoing access to a dedicated Modern Family financial advisor. While other digital investing strategies, or robo advisors, offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With GWP, we’ll be your personal advisory team, dedicated to you and your goals, helping to guide you through the investing process. Our Guided Wealth Portfolios service offers:
- Personalized planning, service, and advice: The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away.
- Intuitive, intelligent technology: See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
- Advanced wealth management at a lower cost: We can implement your personal roadmap using time-tested investment techniques. Receive allocations designed for you and your savings goals, and trading techniques that may increase diversification and can help reduce taxes.
How Robo Investing Works
Your portfolio is managed using an algorithm based on Modern Portfolio Theory. With daily monitoring, you know that your portfolio is being consistently rebalanced as markets move in real-time. This provides you with a high level of flexibility that may otherwise be unavailable with a traditional portfolio.
Any rebalances are personalized based on your unique growth goals, time horizon, and risk tolerance. It’s a dynamic way to remain engaged with the market without having to micro-manage your portfolio, regardless of your experience level.