Develop a personalized diversified portfolio based on your financial plan, risk profile and the account’s tax status.
Deliver professional investment management
Monitor your portfolio daily
Optimize your risk and return strategy
Rebalance your portfolio when needed
Execute Tax-Loss Harvesting for non-retirement accounts with values of $50,000 or greater. (If an investment goes down in value, automatic tax-loss harvesting can help you offset the taxes on investment gains in your non-retirement accounts)
As a client, you’ll have a dedicated advisor available to discuss your financial goals, from buying a home or paying off student loans, to retiring early. Your advisor will:
Create and monitor your personalized financial plan
Conduct annual calls with you to review your investments, performance, and update your financial plan
How much does it cost? Our smarter technology allows us to charge a fraction of what many traditional managers charge.
We charge an investment management fee of 0.75% annually.
No account fee
No trading fee
No commission fee
Our Paperless Process
Click Get Started, which will direct you to Institutional Intelligence Portfolios (The Charles Schwab Corporation).
Download Mobile App: Institutional Intelligent Portfolios to access your account via smartphone app. Click Get Started and Enter Advisor Program Key: 4QZX
Complete enrollment for your new account by answering a few straightforward questions to help determine your investor profile, setting up a username and password to access your account, and providing some personal information to complete your application. Within 24 hours of completing your application, you will receive two notifications from SKWealth Digital:
Welcome to SKWealth Digital Email
SKWealth Management Email via DocuSign to complete the account set up with your eSignature.
Complete the account set up with your eSignature. Once you have eSigned the documents, your advisor will review your portfolio and financial plan, make any adjustments as appropriate, and confirm your account. After deposits are transferred into your SKWealth Digital account, funds may be invested on the same day; but it usually takes one additional trading day for funds to be invested. Initial deposits are not invested until your advisor has approved of the portfolio. You will receive a notification once your account has been invested.Remember to key in your access code – 4QZX – when initiating your account.