Guided Wealth Portfolios
Enjoy online investing, personalized for you.
Digital investing through Guided Wealth Portfolios
Guided Wealth Portfolios (GWP) with OceanPoint Investment Solutions allow you to invest online with a low starting minimum and low-cost exchange-traded funds (ETFs) while working with a personal financial advisor. While other, similar solutions, called “robo advisors,” often require a large investment before granting access to a dedicated financial advisor, our solution allows you to start with only $5,000.*
What do you get with GWP?
- A diversified portfolio that’s built around your goals, whether you’re planning for retirement, a purchase, or general investing
- Support from a personal financial advisor, proven diversification techniques, sophisticated algorithms, and trading techniques that can help reduce taxes
- Daily monitoring that keeps your portfolio on track as markets move, rebalancing as needed
- Access to an online dashboard with updates on how your account is doing
- Option to transfer an existing investment account or fund your account with cash
Get your personalized proposal to see if a GWP is right for you
- Provide an email address and choose a password so your information is protected
- Answer a few simple questions to tell us a little bit about you, so we can determine what your portfolio should be
- Answer some questions about how you feel about taking on risk when investing, so we can determine your investment preferences
- Get a personalized portfolio that outlines our recommended investment strategy and how much you could potentially earn through Guided Wealth Portfolios