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MissionSquare Wealth Management
Invest Smarter With the MissionSquare Wealth Management Digital Adviser
Take the guesswork out of managing your investments with the Digital Adviser from MissionSquare Wealth Management that combines professional asset management with powerful technology. Whether you’re new to investing or want help managing your investments, Digital Adviser helps put your savings to work.
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What Is MissionSquare Digital Adviser?
Digital Adviser is an automated investment management service (also known as a 'robo-adviser) to create and manage your investment portfolio. Portfolios are created based on a risk score and are assigned a preset portfolio. It takes into account your financial goals, risk tolerance, and investment time period. This personalized, streamlined approach provides ongoing monitoring and periodic rebalancing of your portfolio – typically quarterly, or sooner if holdings drift beyond limits set by Firm policy. Rebalancing is not triggered by market conditions.
Investing Made Simple
How does Digital Adviser work?
Think of this service as a digital financial assistant using algorithms and automation to manage your money and investments. It learns your financial status and goals and builds a diversified portfolio tailored to your risk preferences. Digital Adviser provides ongoing monitoring and periodic rebalancing of your portfolio – typically quarterly, or sooner if holdings drift beyond limits set by Firm policy. Rebalancing is not triggered by market conditions.
What are the benefits of Digital Adviser?
Digital investing has transformed how investors access professional portfolio management. Leveraging advanced technology, Digital Adviser offers professionally managed investment portfolios based on quantitative factors tailored to your goals. It is designed to be simple to use and supports ongoing portfolio monitoring and maintenance.
Who uses Digital Adviser?
Portfolios are constructed using quantitative analysis and are monitored and adjusted over time to remain aligned with your stated goals and risk profile, with ongoing oversight required as market conditions and your circumstances evolve.
How much does Digital Adviser cost?
Pay just $4 annually for every $1,000 invested in MissionSquare Wealth Management Digital Adviser.*
*Underlying expense fees are calculated and applied separately.
What account types are compatible?
MissionSquare Wealth Management Digital Adviser is well-suited for a wide range of investment options, making it easy and convenient to automate your investments across various financial goals. Common account types that are compatible with it include:
- Traditional IRA, Roth IRA, and rollover IRAs
- Taxable accounts (individual)
Frequently Asked Questions
Have more questions? Call (800) 669-7444 to speak with a Personal Wealth Services representative weekdays 9 a.m. to 4 p.m. ET.
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