Automated Investing

What Is It?

Simply put, Automated Investing is an investment model that leverages technology in order to be more efficient and cost effective.

With Sustainable Wealth Management’s Automated Investing platform, all portfolios are created and managed by SWM’s investment team. From there, you are assigned an advisor who you’ll work with each time you have a question or want to make a change regarding your account. After an initial meeting where we’ll get to know you and your unique goals, the same SWM advisor will then build a diversified portfolio of ETFs based on your savings goals, risk tolerance, and timeline—whether that’s saving for retirement or planning for college. Your portfolio will then be monitored and adjusted as needed to help ensure you’re on track.

While Automated Investing isn’t for everyone and works best for those with smaller portfolios needing scaled down service and less customization than clients enrolled in our Comprehensive Investing model, it’s a great platform for those just dipping their toes into the investment world.

How To Get Started

  • 1. Select ``Get Started`` to begin the process!

  • 2. You'll first be directed to our disclosure page.

  • 3. At the bottom of this page, enter code 98JP to begin.

Who Uses It?

Previously, unless you had a sizeable amount to invest or were comfortable managing your assets yourself, your options were limited and the service was almost nonexistent. We feel that Automated Investing is a great option for people who are just starting out with investing and don’t yet need that customization in their portfolio. Automated Investing is easy to use, it’s low-cost, and it’s great for those with a smaller portfolio who prefer an online experience.

What It Includes

With SWM’s Automated Investing option, individuals with a minimum net worth of $50,000 can have their portfolios created, monitored, and managed by a consistent adviser. For a nominal annual fee of just .35% to .75% depending on the level of service that you prefer, clients receive:

  • • A personalized financial plan based on your goals
  • • An assigned financial planner who clients can call or visit whenever questions arise
  • • Quarterly reports
  • • A full-service app to check portfolio status and accounts
  • • Anytime cancellation

Begin The Process

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