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Dedicated
Advisor

A successful strategy requires the support of a trusted advisor who not only listens, but truly understands you. We aim to build lasting client relationships that start with strong communication.

We know money can be emotional, and emotional decisions usually lead to bad outcomes. Our advisors are trained in behavioral coaching that is designed to help you make the most informed decisions possible. Most individual investors lag the market, primarily due to poor decision making with their investments. A Vanguard study estimates advisors can add 1.50%*, if not more, over time by helping clients stick with their appropriate allocation.

*Vanguard Advisor’s Alpha: “Quantifying Your Value to Your Clients” (September 2019)

The Best of Tech +
Human Insight

  • Work with your advisor to build a personalized plan
  • Get answers to your questions, and discuss changes in your situation
  • Your advisor can help you take the emotion out of your decisions

The Best of Tech +
Human Insight

  • Work with your advisor to build a personalized plan
  • Get answers to your questions, and discuss changes in your situation
  • Your advisor can help you take the emotion out of your decisions

Our advisors work closely with our team of specialists and are there to assist you with any planning related needs. If you were to purchase these services a la carte from another provider, it would not be unusual to pay several thousand dollars — or more. Even then, we don’t think it’s a true comparison with what we offer. Why? Because of our unique approach that integrates our technology within the advisory relationship. Our client only financial planning tools are just one way we enhance the financial planning experience.

Your advisor will also frequently review your Personal Strategy with you and is always available to answer any questions that arise. We believe it is important to give you a transparent, real-time view into how we’re managing your money, which is why we created the Personal Strategy Dashboard view for our clients. Here you can see all activity specific to your Personal Capital managed accounts: trades, trade reasons, performance, portfolio income and balance, hypothetical projections, monthly statements, and more.

Benefits of Your
Personal Strategy®

["Author"] has entered into a referral agreement with Personal Capital Corporation ("Personal Capital"), through which Author will be paid between $70 and $150 for each person who uses webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's Free Financial Dashboard. Author may also be eligible to participate in an additional bonus compensation program through which the Author will be paid additional compensation based on achievement of certain goal metrics. Eligible participants in the bonus compensation program and the goal metrics are established by PCC at its sole discretion. Author is not affiliated with Personal Capital and Author's services consist solely of referrals of prospective clients. As a result of this arrangement Author may financially benefit from referring potential clients to Personal Capital. No fees or other amounts will be charged to investors by Author or Personal Capital as a result of the referral arrangement. Investors that are referred by Author to Personal Capital and subscribe for investment advisory services provided by Personal Capital’s subsidiary, Personal Capital Advisors Corporation (“PCAC”), will not pay increased management fees or other similar compensation to Author, Personal Capital or PCAC as a result of the referral arrangement. Additional information about PCAC is contained in Part 2A of PCAC’s Form ADV. This referral agreement with Author does not imply a sponsorship, endorsement, approval, investigation, verification, or monitoring by PCAC of the contents of the Author's website. Personal Capital is not responsible for the content of any website owned by a third party that may be linked to Personal Capital's Website regardless of whether the link is provided by PCAC or a third party. Personal Capital does not prepare or maintain, has not and will not review or update, and does not guarantee the accuracy, timeliness, completeness, suitability, reliability, or usefulness of any information contained on a linked third-party website.