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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®

Disclosure statement and acknowledgment: The statement is provided to you by ("Author") who has entered into a referral agreement with Personal Capital Corporation ("PCC"), through which Author will be paid between $70 and $150 for each person who uses this webpage to register with Personal Capital and links at least $100,000 in investable assets to Personal Capital's free Financial Dashboard (“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 related to the number of people who link investable assets to the Dashboard during a given time period. Eligible participants in the bonus compensation program and the goal metrics are established by PCC at its sole discretion. Author is not affiliated with PCC 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 and has an incentive to present content favorable to PCC or Personal Capital Advisors Corporation (“PCAC”). 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 to PCC and subsequently subscribe for investment advisory services provided by PCC’s affiliated adviser, PCAC will not pay increased management fees or other similar compensation to Author, PCC, or PCAC as a result of this arrangement. Additional information about PCAC is contained in Form ADV Part 2A.