5 Reasons Personal Capital is Not a Robo-Advisor (Video) | Personal Capital
Must be a valid email address.
Password must be 8-64 characters.
Must be a valid phone number.
Recession incoming? Here’s how you can prepare.
Daily Capital
Home>Daily Capital>Personal Capital News>5 Reasons Personal Capital is Not a Robo-Advisor (Video)

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


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.

Contact a Financial Advisor

The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

Better financial lives through technology and people.
Icon Close

To learn what personal information Personal Capital collects, please see our privacy policy for details.

Let us know…

This year, my top financial priority is:

Building my emergency fund
Paying off high-interest debt
Budgeting better
Saving for a short-term goal, like a vacation or new car
Increasing my investment contributions
Maintaining status quo - I’ve got this under control

Make moves toward your money goals with Personal Capital’s free financial tools.