The Stage 1 Investor Portfolios are designed to provide a rich depth of investment management at a reduced entry level.
If you are just starting out or using this as a program to help diversify other investments, this may be a good fit.
$10,000 minimum per account ($100,000 maximum)
The Stage 2 Investor Portfolios have been optimized with a greater diversity of investments.
This program may be best suited as a core portfolio for long-term investors.
Stage 2 Portfolios have an expanded selection of actively managed funds which are thoroughly researched to enhance diversification.
All of the benefits of Stage 1 Portfolios – PLUS:
Over $100,000 – 1.00 % Fee