The very best in portfolio management is no longer restricted to the super wealthy. In fact, it’s no longer restricted to an advisor’s office and a set schedule. Insight Digital is a guided, online investment platform that gives you access to the expertise, the tools and the resources to take control of your financial independence. Just complete these three simple steps to get started:

• Step One: Set aside a minimum $500 investment
• Step Two: Complete a simple, yet comprehensive questionnaire
• Step Three: Select a professionally managed portfolio and open your account online

We’ll get to know your investment outlook and risk tolerance, and we’ll use your short- and long-term goals to create an investment plan with a ‘you-focused’ approach to investing. We’ll put our investment team to work investing your assets and managing your portfolio, all for an affordable annual fee of 0.50%. Plus, you’ll have convenient, 24/7 access to monitor your accounts on your desktop or mobile device.

It’s just that easy

Retirement Planning | Investment Management | Major Purchase & Education Strategies