AUTOMATED INVESTMENT PROGRAM:
GETTING STARTED

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Discover Wealth Management Solutions
Our Automated Investment Program (AIP) incorporates mountaineering terminology to symbolize the ever-increasing needs of your financial journey. Like mountain climbing, over time, your financial goals become more complex and require planning and expert advice. As such, each service offering increases in scale both for investment management and financial planning support.
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Discover Wealth Management Solutions

Our Automated Investment Program Incorporates (AIP) incorporates mountaineering terminology to symbolize the ever-increasing needs of your financial journey. Like mountain climbing, over time, your financial goals become more complex and require planning and expert advice. As such, each service offering increases in scale both for investment management and financial planning Support.

Investing With Base Camp

Our Base Camp solution offers a launching point for any investor starting their financial journey. Base Camp provides a low-cost investment solution along with financial planning tools and calculators to facilitate your financial trek. Your investments and other financial accounts can be tracked and managed through our automated investment program.

BASE CAMP

Low cost globally diversified portfolios
Automatic rebalancing and tax-loss harvesting
Integrated planning and performance portals
Outside account aggregation
Suite of finance tools and calculators
Explore financial options with Money Guide Pro
$5,000 account minimum investment
0.25% Advisory Fee
($10 quarterly minimum)

Investing With Ascent

The Ascent solution provides financial planning tools and calculators to facilitate your financial trek. It offers access to our team of financial advisors to guide and keep you on track through life's big events. You also benefit from more sophisticated investment portfolios designed and managed through our automated investment program while keeping your costs relatively low.

ASCENT

All the features of Basecamp and  Ascent plus:

Enhanced portfolio construction
Life event financial planning
Insurance analysis
Social Security optimization strategies
Guidance via our team of wealth advisors
$100,000 relationship minimum
0.40% Advisory Fee
($100 quarterly minimum)

Investing With Apex

The Apex solution is our most comprehensive wealth management offering. In addition to using the personalized portfolios through our automated investment program, it offers access to our team of financial advisors. Based on your life goals, our team can develop comprehensive financial plans, guide you to build your portfolio, and manage your investments.

APEX

All the features of Basecamp and Ascent plus:
Enhanced portfolio construction
Estate planning
Comprehensive financial planning
Dedicated advisor relationship
$100,000 relationship minimum
Advisory Fee tiered by AUM*
($375 quarterly minimum)

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