Chicago, IL
Summary
This business offers a unique investment advisory service that combines the low fees and technology of a robo-advisor with personalized client support and active investment management. It creates customized portfolios using low-cost ETFs and adjusts them monthly based on proprietary market forecasts. The service is designed for both seasoned high-net-worth investors and smaller investors, providing a user-friendly platform with a strong emphasis on performance and client satisfaction.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
8.7 years — Since Apr 2016
Web Hosting
Platform
E-Mail Provider
NAICS Code
523930
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Wealth Management and Investment Advisory
2. Investment Advice
Vendor
Source
GlobalSign
TXT Record
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