Robo Advisor Service: Affordable & Hassle-Free Automated Investing
Looking for a low-cost and easy-to-use automated investment service?
What You Get
How It Works
Managed in Collaboration - Global Quant Model. Developed by an Independent Third-Party.
To work towards maximizing your Robo adviser returns and ensure the highest quality of service possible, we partner with ETF Global®.
Our in-house experts then use this insight to model and implement 11 ETF portfolios. A suitability process allows one to select from four taxable and non-taxable allocation models and three income risk model portfolios.
Powered by World-Class Technology
We hold your portfolio in a brokerage account under your name with Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, who provides account custody, trading and support services as a registered broker-dealer.
Institutional Intelligent Portfolios® is a technology and service platform provided by Schwab Performance Technologies (“SPT”) to provide our clients with an automated investment management service. Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, provides custody, trading and support services.
Cost-Effective Investment Solutions
Our Robo adviser Service is a wrap-fee program – We sponsor this asset allocation advice program.
PROGRAM KEY: T2DJ
We’ve made it simple, independent, affordable, customizable, and welcoming.
Institutional Intelligent Portfolios™ (the Program) is available to our clients who open or maintain brokerage accounts at CS&Co, an affiliate of SPT. Through the Program, we provide you with a range of investment strategies. Each investment strategy consists of a diversified portfolio of exchange-traded funds, as well as an FDIC-insured cash allocation. Through the Program with SPT, we have access to SPT's technology platform and related trading and account management services. This platform enables us to make the Program available to you online and includes a system that automates certain key parts of our investment process, such as determining your investment objectives, risk tolerance, an appropriate investment strategy, and managing your portfolio through automated re-balancing. Hundreds of ETFs that meet certain criteria established by SPT are available to you.
ETF Allocation Model Program
NobleBridge WealthTM Management (NBWM) - powered by ETF Global® - developed a suite of portfolios that are available for you to invest in online or on your mobile device. Our ETF selections for these portfolios are powered by ETF Global®, a leading provider of data, research, investment decision support applications, proprietary risk analytics, educational offerings, and investment solutions for ETFs. Developed over many years, the ETF Global® dynamic, quantitative research models integrate Fundamental Analysis, Behavioral Finance, Global Sentiment, Qualitative Evaluation and Risk Management.
For those who enroll in the Program, within minutes you will receive a recommended portfolio based on a few questions that assess your investment goals and risk tolerance. We will review your portfolio based on our knowledge of your investment goals for the account and will continue to monitor it based on your needs. This service provides discretionary money management for a fee. Portfolio management services are provided by members of NBWM team.
There is no set minimum annual fee and only a $5,000 minimum account size to open or maintain an account in this Program. Clients also may request that NBWM use a tax-loss harvesting strategy so that tax losses are generated to offset potential capital gains in their account, subject to meeting minimum balance requirements (currently $50,000, which is subject to change).
NBWM has chosen to work with SPT, who will provide the technology and platform to help us complete trading, and at our direction, will use software to automatically trade and re-balance portfolios when they drift from the targeted asset allocation by a defined amount. Additionally, each quarter, ETF Global and NBWM will reanalyze each ETF portfolio, update their rankings, and will re-balance your account as needed to ensure it still meets your chosen risk tolerance.
Portfolios are held in a brokerage account at CS&Co, an affiliate of SPT.
To get started, visit the Institutional Intelligent Portfolios™ website or download the app.
These materials have been independently produced by NobleBridge WealthTM Management (NBWM). NBWM is independent of, and has no affiliation with, Schwab Performance Technologies, Inc. SPT, Charles Schwab & Co.,Inc. (CS&Co), or any of their affiliates (together, Schwab). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisers sponsored by SPT and available exclusively through independent investment advisery firms like NBWM. NBWM, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.