With the rise of mobile apps came robo advisors, digital investing solutions that involve little to no human intervention. While other digital advisors leave you to your own devices in regards to investment management, the robo advisor at HighPoint Advisors, LLC gives you access to a dedicated financial advisor as part of our guided wealth portfolios (GWP). To learn more about our robo-advisory services, contact us today.
Who’s a Good Robo Advisor Candidate?
If you’re new to investing, tech-savvy and don’t have tons of money to invest, a robo advisor might be a good fit for you. Unlike traditional advisory services, our robo advisors provide investment management right online. Instead of making investment decisions based on advice from a human advisor, an algorithm-based computer program will determine what to buy and sell, as well as when to buy and sell it. If making time for meetings is difficult because of your busy schedule, a robo advisor can eliminate the need for in-person sessions, saving valuable time.
How Our Robo Advisor Works
At HighPoint Advisors, we offer a robo advisor investment app to our existing clients. With our GWP online platform, you’ll receive all the benefits of a digital advisor backed by the support and knowledge of our experienced financial advisors. Here’s how it works.
First, you’ll be asked basic questions, like:
- How old are you?
- What is your annual income?
- What is the current total of your savings?
- How much do you plan on saving per month?
- What’s your investment timeframe?
- What’s your risk tolerance?
Then, you’ll have the option to link your investment accounts, so you’ll get a clearer picture of how to build your portfolio. Lastly, you’ll receive an immediate analysis and recommendations, helping put you on a smart track in pursuit of achieving your long-term financial goals.
HighPoint Advisors GWP
The investing process can be tricky to navigate – especially when you rely on a strictly limited robo advisor. But with GWP from HighPoint Advisors, you’ll have confidence knowing that you can tap into the knowledge of your own personal financial advisor to help guide you along the way. Discover how our robo-advisory services can work for you – call HighPoint Advisors today at 315-627-0474 315-627-0474.
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 non-affiliated 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.