You don’t need to gather a million receipts and your paycheck stubs dating back through your first job. All you need is a little bit of basic information- how old you are, how much you’re currently saving, when you plan to retire- and a few minutes to fill out a form. Plug that information into our easy-to-use interface, and watch as the latest in investment technology does the rest.
Our algorithms use your information to build a personalized investment strategy based on Modern Portfolio Theory- a Nobel Prize winning set of investment principles. All that’s left is to put your plan into action, which you can do with a few clicks of the mouse.
Consolidate your retirement savings into one account, and keep an eye on it from anywhere you go.
The best part of Turbo Advisor’s intuitive technology is it requires very little intervention. You can forget about your account for a day, a week, or a month, and it will stay balanced and growing. Your digital advisor will alert you if anything needs attention.
Our technology listens to your goals, based off the way you answers a series of questions will recommend a portfolio best suited for your needs.
The advisor, after collecting needed information, will go to their team of Chartered Financial Analysts and Chartered Financial Planners to construct an analysis.
Turbo advisor is the perfect solution for everyone!