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Guided Wealth Portfolios

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What are Guided Wealth Portfolios (GWP)?

GWP is a digital platform that provides an automated, electronic annual review and online communications so investors always feel informed. It is an additional service that can be added in conjunction with traditional investment management. Investment models are built by LPL Research using a suite of low-cost exchange-traded funds (ETFs), each designed to help investors work toward specific goals, while also taking into account each investor's individual timelines and risk preferences. 

GWP provides you personalized investment advice through an online platform with 24-7 access to your accounts. You’ll have a financial advisor dedicated to your account, receive diversified allocations based on your financial goals, and benefit from trading techniques that may increase diversification and can help reduce tax impacts.

Who is GWP Designed For?

Have less to invest, but want a financial advsior

Interested in a digital investing experience

Want a low-account minimum investing solution

Why Invest Using GWP?

Getting a Head Start Can Make a Big Difference

Financial Advice:

Your advisor will review your suggested portfolio allocation to make sure it's right for you, and they're available any time you have a question about your account or investing strategy.

Portfolio Design:

LPL Research, an experienced money manager, chooses the investments for GWP's portfolio models. 

Consistent Monitoring:

Your portfolio is rebalanced annually to keep it on track as markets move. 

Tax-Loss Harvesting:

Your accounts will also benefit from quarterly reviews for tax-loss harvesting opportunities. 

Advisor + Technology: Who Does What?

Guided Wealth Portfolios has three major players working together to build and deliver your customized portfolio:

The Portfolio Designer:

GWP works differently than other LPL platforms, as it builds your portfolio using LPL Research-managed exchange-traded funds (ETFs) based on your investment goals, risk preferences, and timeline to reach your goal. 

Your Advisor:

GWP provides you with a personal advisor dedicated to you and your financial goals. 

The Technology:

Investment models are built by LPL Research using a suite of low-cost exchange-traded fund (ETFs), each designed to help investors work toward specific goals including:

-Retirement

-Major purchase - home, car, etc.

- General Investing - no specific goal, but aimed at growing the account for the future.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

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