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.