Digital Investment Advisor Services | SWBC

Digital Investment Advisor Services

Investing for your current and future financial needs can be overwhelming. With so many investment management solutions available in the marketplace, many new investors often don’t know where to begin.

Determining the level of risk you’re comfortable with, how much money you should invest, and how often you should monitor your portfolio should not be so complex that you avoid investing altogether—leaving you behind on reaching your financial goals.

EMPOWERING YOU TO TAKE CONTROL OF YOUR FINANCIAL FUTURE WITHA DIGITAL PLATFORM THAT’S PERSONALIZED TO MEET YOUR GOALS

Goal-Based

Investing starts with defining your goals. With our seamless digital platform, Vault, you can establish your goals through a few simple questions about your current financial wellness, your future objectives, and your investment time frame.

Define Your Risk

By answering six simple questions, our digital platform will help determine your level of risk tolerance and recommend an investment portfolio mix that is personalized to your comfort level—from conservative to aggressive.

Diversified Portfolio Mix

Based on your timeline and risk tolerance, our managed platform will make a portfolio recommendation from a combination of asset classes that can help you reduce—but not eliminate—risk while attempting to achieve positive returns.

HOW IT WORKS

Whether your goal is to save for retirement, a large purchase, or simply to build your wealth, with Vault’s user-friendly, seamless platform you can identify your goals, define your risk tolerance, and fund your account in just a few screens.

VAULT BY SWBCIS NOT YOUR AVERAGE ROBO ADVISOR

Active Management

Not all digital investment platforms are created equal. With our hands-on approach, your investment account is actively managed and rebalanced with your objective in mind.

Financial Coaching

Our financial advisors can work with you 1-on-1 to help you create smart savings goals and design a plan that aligns with your short- and long-term goals. When you work with us, we will help you to navigate complex issues and diversify your assets.

Lower Account Minimums

While traditional investment firms can require account minimums that are as much as $250,000, with Vault, you can open an actively managed, personalized investment account with as little as $5,000.

With an account opening minimum of only $5,000, you can begin investing in a few simple steps, or expand your current investment strategy with our diversified asset allocation mix.

It’s important that all investors—whether new or seasoned—have access to digital tools that help them define and reach their investment goals to establish and maintain their professionally managed account, and a knowledgeable wealth advisor for 1-on-1 coaching and financial advice. With SWBC’s Vault, you get both. Once your account is funded and your investment mix has been set, log on to your secure, user-friendly account management platform at any time to track your goal-progress.

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