For clients who prefer to work directly with a Portfolio Manager, our experienced team ensures proactive service and top quality investment products combine to create customized portfolios. (leithwheeler.com)
Unlike other robo advisors, we can create fully customized portfolios for every customer, ensuring that financial and social goals are at the heart of your investment decisions. (openinvest.co)
You will not have an opportunity to customize your portfolio in any way. (investorjunkie.com)