NW Robo Advisors clients have the option to invest for their future with our unique digital investment platform that combines the benefits of a personal financial advisor with sophisticated technology. Through their Guided Wealth Portfolios (GWP) investment platform, clients get their experience and expertise, but with the added convenience and transparency of a 24/7 digital investing solution.
Intelligent investing
NW Robo Advisors clients receive a diversified portfolio personalized for their individual investment goals. The platform provides clients an innovative way to invest for the future, whether they want to invest for retirement or a major purchase like a new home—or simply want to get their money in the markets so it’s not sitting idle.
They implement each client’s personal portfolio using proven diversification techniques and sophisticated algorithms. Clients receive allocations designed specifically for their savings goals, and benefit from trading techniques that can help reduce taxes, including tax-smart asset placement and tax-loss harvesting. Their portfolio is then monitored daily, keeping it on track as markets move, and rebalancing it as needed.
Advisor relationships
While other digital investing solutions, or robo advisors, offer online investment management, many don’t include a direct personal relationship with a financial advisor, unless clients are willing to invest substantial amounts. With GWP, clients get a personal financial advisor, no matter how large or small their investment amount, dedicated to them and their goals. All clients need to get started is $5,000* to invest.
By working with a personal financial advisor in addition to investing through a sophisticated digital platform, clients can rest easy knowing someone is keeping an eye on their investments and ensuring the solution continues to be right for their situation. If clients’ goals or lives change, clients can work with their financial advisor to adjust their portfolio or look for a new solution if needed. Their advisors are also available to provide education and advice on the markets and investing.
Sophisticated technology and the human touch in one solution
NW Robo Advisors innovative hybrid technology solution provides the ideal marriage of today’s technology with human knowledge and experience. GWP is great for clients who want a digital solution, but feel more comfortable with a human involved, or don’t want to be bothered with regular in-person visits with an advisor.
Wherever clients are in their financial lifecycle, they have a solution. GWP is just one more way to serve clients and provide the type of service and experience they prefer.
Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
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 nonaffiliated 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.
Media ContactCompany Name: NW Robo AdvisorsContact Person: Lance SteinbergEmail: Send EmailPhone: 503-966-4875Address:1 SW Columbia St City: PortlandState: ORCountry: United StatesWebsite: https://www.nwroboadvisors.com
