Building financial security is a journey.
MAP makes it easy for you to start.
HOW IT WORKS
MAP is a fine-tuned investment platform designed to support active accumulators on their path to high net worth.
Tell us your goals
Complete a brief questionnaire about yourself as well as your personal and financial goals.
Set your path
Receive a personalized investment plan that fits your objectives.
Start your journey
With these simple steps, you are on your way to achieving your financial goals.
Take the lead
Become a MAP client now by opening an account with Institutional Intelligent Portfolios®.
“A journey of a thousand miles begins with a single step.”Laozi
Building financial security is a journey. In a market full of cookie cutter solutions, MAP–short for My Accumulation Plan–offers a unique approach to accumulating wealth through a tilt investment strategy and a wealth of content for the accumulator.
MAP makes it easy to start your journey.
Exclusive Investment Research: Portfolio strategies driven by independent, data driven research ordinarily reserved for ultra-high net worth investors.
Active Investment Management: Opportunistic strategies using active targeting and rebalancing.
Individualized Portfolios: Customized portfolios using Exchange Traded Funds (ETFs).
Online Account Access: View your account details online through our partnership with Charles Schwab.
Direct Deposit and Account Transfers: Invest straight from your checking account.
Convenient Rollover Options