Investing on your terms…
Leverage Technology to Receive Customized Investment Advice
The investing world has changed. With Connected Advisor, you’ll enjoy a professionally managed portfolio, the expertise of a seasoned financial advisor and the convenience of technology designed to guide you through the process – all working together to help you reach your goals.
Tell Us About Yourself
Answer a few questions regarding your goals, risk tolerance and timelines, and we will propose a professionally managed investment portfolio.
Review Your Proposed Portfolio
We’ll do the hard work of analyzing the markets, selecting investments, simplifying your options and laying out a plan custom to suit your needs.
With Connected Advisor, you can open and fund your account online. And once your account is open, you can keep track of your progress and collaborate with your advisor online, on the phone and in person.