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Get to Know Your Money

"APP STORE STAFF PICK" - ITUNES

 

Experience the Personal Capital Difference

Personal Capital is the smart way to track and manage your financial life. Get award-winning financial tools and personal attention from registered financial advisors for significantly less than traditional financial advisors.


The Personal Capital dashboard works with all of your financial accounts - from your checking and savings accounts to your investment and IRA accounts to your mortgage, home equity loans and credit cards to give a complete picture of your net worth, any time, on any device.


You get personal attention from two dedicated financial advisors who will develop a lifelong financial strategy tailored to your needs. The result is a complete transformation in the way you understand, manage and grow your net worth.


Our asset allocation decisions and portfolio construction is driven by your personalized data and specific cash flow needs, not a simple algorithm based on a few questions. This ensures a truly customized strategy just for your specific situation and not a “cookie-cutter” solution.


As fiduciaries, our advisors are legally bound to act in your best interest. Advisors associated with broker dealer firms are often incentivized to recommend high margin investments.


We use a holistic approach to build your portfolio, and will optimize the placement of securities within your taxable and tax advantaged Personal Capital accounts. We will review all of your accounts, even those not under our management – to give you the best advice for your financial portfolio.


We advocate an evenly weighted approach to sectors and styles in US stocks, that reduces the risk from sector "bubbles" for our clients.


Our solutions are highly personalized to you. We can make adjustments to your portfolio to customize it to your specific needs, and build you an investment plan that is both cost and tax efficient.


Optimized for iPhone and Android phones, tablets and watches, the Personal Capital app is used by over 2 million users to track and manage their net worth.


From 529 plans and college financing, to estate planning, cash flow and savings plans, home financing, stock options and equity opportunities, our registered advisors provide a full array of financial planning support.


Our portfolios combine ETFs and individual US Stocks, which provide optimal tax harvesting opportunities. 100% ETF portfolios offer limited tax harvesting possibilities.


Locked into your employer’s 401k plan? We can help provide guidance on your fund allocations to complement the rest of your investment portfolio.


Our Advisors can be reached by phone, web conference or email.


 

 

 

See a demo of our tools