GUIDED WEALTH PORTFOLIOS

Our new online platform, Guided Wealth Portfolios (GWP), provides you personalized, objective investment advice with 24-7 access to your accounts. To get started, contact us today!

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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.

Key Benefits

Here are some of the key benefits you can expect from our robo investing service:

Personalized Roadmap

Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

Tax-Efficient Investing

Balancing your portfolio isn’t solely about long-term growth. It’s also about minimizing your tax burden each year. That’s why we use advanced asset analysis to fully evaluate the tax implications of your allocations before each trade is executed.

Tax-Loss Harvesting

One of the most appealing features of using a robo advisor is the ability to utilize tax-loss harvesting strategies. As an investment experiences a loss, we may sell it in order to offset your portfolio’s taxable gains. Those investments are then replaced with similar investments in order to maintain your target asset allocation while simultaneously maximizing your tax benefits.

Disclaimers

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.

Personalized Roadmap

Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

Tax-Efficient Investing

Balancing your portfolio isn’t solely about long-term growth. It’s also about minimizing your tax burden each year. That’s why we use advanced asset analysis to fully evaluate the tax implications of your allocations before each trade is executed.

Tax-Loss Harvesting

One of the most appealing features of using a robo advisor is the ability to utilize tax-loss harvesting strategies. As an investment experiences a loss, we may sell it in order to offset your portfolio’s taxable gains. Those investments are then replaced with similar investments in order to maintain your target asset allocation while simultaneously maximizing your tax benefits.

Ongoing Personalization

At Modern Family, we don’t expect you to take the reins of your investment portfolio and go at it alone. Instead, we partner with you to create a personalized roadmap that is then executed through robo investing. We listen to your plans for retirement and any other personal or financial goals you have, then create a thoughtful strategy to help you get there.
 

Any time you have a question, concern, or a change in your trajectory, we’re here to make help you make the appropriate adjustments to keep you on course. Ready to get started with Guided Wealth Portfolios?

Questions?

Get on track to financial peace of mind today. Contact us to set up an initial consultation.

    Disclaimers

    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.

    Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Good Life Advisors, LLC, a registered investment advisor. Good Life Advisors, LLC and Modern Family Asset Management are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: SC, GA, MO, NC - powered by Enfold WordPress Theme