Building financial security is a journey.
MAP makes it easy for you to start.
HOW IT WORKS
MAP is a finely-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. Everyone is different, and every accumulation plan is tailored based on time horizon and goals.
Set your path
We take your information from the questionnaire and generate a personalized investment plan that fits your savings objectives and overall risk tolerance.
Start your journey
Make the initial deposit and set up recurring monthly contributions. Your long-term goals require commitment, and recurring contributions keep you on the path to financial freedom.
“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 powered 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 or on-the-go with our website and app powered by Charles Schwab.
Direct Deposit and Account Transfers: Invest straight from your checking account.
Asset-based, annual fee of 1.00%
$5,000 minimum balance
No Trading Costs
No Account Transfer Costs
Unlimited Rebalancing at No Cost