Combine the power of investment management automation with financial planning for your comprehensive wealth management solution. Our investment solutions include globally diversified, low-cost portfolios built by a team of investment management analysts, tax advisors, and financial planners.
PERSONALIZED
Open an account that meets your needs with a variety of account options.
Portfolios designed to fit your investing style.
Financial Planning tailored to meet your personal goals.
AUTOMATED
Automatic rebalancing maintains your chosen risk exposure.
Tax loss harvesting provides tax-wise trading strategies.
New deposits are automatically invested.
EFFORTLESS
Link your bank account to make deposits and withdrawals easily.
Link your bank account to make deposits and withdrawals easily.
Select the investment style that is right for you. We have designed portfolio solutions for multiple investment strategies, including traditional and socially responsible themes. Invest according to your values and what is most important to you.
Selecting the right account type makes a difference. Invest on a tax-advantaged basis, generate income, or save for a variety of other purposes. Contact us with questions if assistance is needed to make a selection.
Intelligent algorithms drive automatic rebalancing and tax-loss harvesting strategies, paired with 24/7 access and low fees to help achieve your financial goals.
Tax-loss harvesting is the process of identifying investments within your portfolio that can be sold at a loss and substituted with similar securities. This leaves you with a similar portfolio while allowing you to reap the tax benefits of a loss sale.
These losses can be used to offset investment gains and even used to offset a portion of your income, providing deductions when filing a tax return. Tax loss harvesting offers significant value to investors at no additional cost (for taxable accounts above $50,000).
AIP Financial Planning
Manage The Now, Empower The Future
Combine the power of investment management automation with financial planning for your comprehensive wealth management solution. Our investment solutions include globally diversified, low-cost portfolios built by a team of investment management analysts, tax advisors, and financial planners.
Integrate online accounts, create customized budgets, track investments and net worth, and prioritize future needs, wants, and wishes all in one easy to use dashboard
Plan Your Future
Create a personalized financial plan to prepare for life’s major moments. Answer life’s tough “what-if” questions in the Play Zone®. Explore insurance strategies to manage risk, evaluate retirement income and social security options.
Enjoy The View
Create a personalized financial plan to prepare for life’s major moments. Answer life’s tough “what-if” questions in the Play Zone®. Explore insurance strategies to manage risk, evaluate retirement income and social security options.
AIP Enrollment
Getting Started is Easy
1
Select the service package that best meets your needs.
2
Select the portfolio that best fits your investing style.
3
Answer a few questions to determine the portfolio allocation best suited for investment goals.
4
Open your accounts and begin funding your portfolio.
* Source: Data from Morningstar, Inc. Risk is based on the standard deviation of a hypothetical balanced asset allocation rebalanced annually, from 1970 to 2021. The moderate allocation is 35% large-cap stocks, 10% small-cap stocks, 15% international stocks, 35% bonds, and 5% cash investments. The indices representing each asset class are S&P 500® index (large-cap stocks), Russell 2000® index (small-cap stocks), MISCI EAFE® Net of Taxes (international stocks), Barclays U.S. Aggregate index (bonds), and ICE BofA U.S. 3-month Treasury Bills. Indices are unmanaged, do not incur fees or expenses, and cannot be invested in directly.
Past performance is no indication of future results.