Dedicated Portfolios

Dedicated Portfolios

Custom portfolios built just for you

  • Collaborate with your own dedicated Financial Consultant
  • Get a custom portfolio of stocks, ETFs, and mutual funds
  • Benefit from active ongoing portfolio management
  • Stay in control of your investment and tax strategy

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$200,000 - $5M

To get started


(first year advisory fee waived)

Why invest with Dedicated Portfolios?

Have more complex financial needs? With Dedicated Portfolios, you collaborate with a dedicated Financial Consultant to build a fully custom portfolio that’s monitored and actively managed for you.

One-to-one support

You get a dedicated Financial Consultant who works with you to build your portfolio and supports you throughout your relationship

Full customization

Our investment strategy team builds a fully customized portfolio based on your goals, risk tolerance, and time horizon

Individual securities

Based on your unique needs and preferences, your portfolio may include individual stocks, as well as ETFs and mutual funds

Ongoing control

Even though we handle all of the investing, you stay in control of your investment strategy and can track your performance online 24/7

Full customization

Your Financial Consultant collaborates with you to create a strategy, then our investment strategy team builds a portfolio customized to your exact needs.

  • Target specific financial goals with the flexibility to invest in individual stocks, ETFs, and mutual funds
  • Look to keep more of what you earn with tax-sensitive strategies, such as tax-loss harvesting
  • Restrict individual securities to align with your preferences and integrate your existing assets into your proposed strategy

Complete access and transparency

With Dedicated Portfolios, you always stay informed and in control of your investment strategy.

  • Know how much you're paying with blended annual advisory fees ranging from 0.95%–1.25% and no trading commissions or transaction fees charged
  • Direct ownership of underlying securities provides the ability to see your individual investments and request adjustments
  • Our digital dashboard lets you track your performance and individual investments online 24/7

Experienced portfolio management

Your portfolio is built and managed according to time-tested principles by professionals with decades of combined experience.

  • Our investment strategy team actively monitors your portfolio and makes adjustments to help keep you on track
  • Get your own dedicated Financial Consultant who will support you throughout your relationship
  • We'll keep you informed of key market events and trends that may affect your portfolio
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