Introducing SP Robo Advisor

SP Robo Advisor, powered by Institutional Intelligent Portfolios™, provides easy access to open, fund and view your account.

• Simple enrollment process from your desktop or mobile device
• Start investing in an ETF portfolio built by Successful Portfolios
• Maintain easy access to your account to view investments and performance
• Manage account using convenient features such as mobile check deposit

 

 

About the Author:

Parker Evans, CFA, CFP, CMT is President of Successful Portfolios LLC, an SEC Registered Investment Advisor Firm based in Clearwater, FL. Parker helps individuals, families, and organizations plan and manage custom investment portfolios at leading brokerages including Charles Schwab, TD Ameritrade, and Interactive Brokers.