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Managed Intelligent Portfolios

We Do the Work, So You Don’t Have to

Automated investing with human help when you need it. Get started with as little as $50,000!

How Managed Intelligent Portfolios Work:

Complete a short questionnaire to establish your goals, risk tolerance and timeline.

Get a diversified portfolio of ETFs and mutual funds chosen by a CFP®.

We monitor your portfolio daily and automatically rebalance it as needed.

We can help you invest for retirement, college, vacations, building long-term wealth or creating a sustainable income stream. Here's what you get with our Managed Intelligent Portfolios:

A Diversified Portfolio

Tailored to Your Needs

Based on your responses related to your goals, risk tolerance and timeline, we will provide a tailored portfolio of over 80 variations:

  • 53 ETFs selected and monitored by Schwab professionals that span 20+ expanded asset classes
  • 3 investment strategies: global, U.S. focused and income-focused
  • 6 risk profiles ranging from conservative to aggressive growth

Automatic Rebalancing

Our technology monitors and automatically rebalances your investments to help keep you diversified and on track.

Tax Efficiency

If an investment declines in value, our automatic tax-loss harvesting can help you offset the taxes on investment gains.

A Range of Accounts

There are different account types to choose from, including brokerage, IRA, custodial and trust accounts.

Ready to Get Started?

Open an Account