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5 Reasons Personal Capital is Not a Robo-Advisor (Video)

May 30, 2018 | Personal Capital


Personal Capital is often referred to as a “Robo-Advisor” in the media. However, that is just not the case!

Today’s investor has more options than ever when it comes to financial advice — apps, advisors, brokers, robos, blogs … the list goes on. And in an era where traditional brokerage and advisory firms are adding technology, and new contenders like robo-advisors are adding people, where does Personal Capital fit into the mix?

It’s a great question, and it’s time to set the record straight: Personal Capital is a digital wealth manager. We’re not a traditional advisor, nor are we a robo-advisor.

Watch our video to find out why we are so different from the robo-advisors we are often lumped together with.

To learn more about Personal Capital, contact one of our financial advisors.

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