Clover Leaf Digital Management 

Start Investing for Your Future Today!

"Are you on track to meet your goals?"
"Can you retire when you want to?"
"Are you confident in your financial future?"

Our goal with the Guided Wealth Portfolios (GWP) digital investment platform is for you to be able to answer "YES" to all these questions and more. We have combined the experience of your personal financial advisor with the sophisticated technology of an automated investment platform. 

What is the Digital Investment Platform?

Through our relationship with LPL Financial, we are able to offer Guided Wealth Portfolios (GWP), an intuitive digital investment platform designed with the client in mind. For those who want access to their accounts on their time, GWP offers an all in one portal where you can open accounts, review your portfolios, and make updates 24/7. Offering a lower investment minimum than our other managed account options (Just $5,000 to start!), GWP is easy to set up and offers cutting-edge technology with research-backed algorithms to help manage your investments. Your personal advisor will be accessible to assist with anything concerning your investments and plan while making sure you're on track to reach your goals. 

Personalized roadmap – Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.

Holistic advice – By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals. 

Tax-efficient investing – Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.

Consistent monitoring – Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

Tax-loss harvesting – If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.

Financial advice – We’re available if you have a question about your account or investing strategy.

Transparency – Always have the option to view your investments, see when trades happen, and view your trading goals.

 

Get started with your dynamic proposal and invest in your future today!

 

 

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

An annual small account fee is applied to accounts with less than $10,000 invested.