Successful Portfolios Robo Advisor (SP Robo Advisor) combines BlackRock Target Allocation ETF Models with Institutional Intelligent Portfolios™ (IIP) trading and custody services. Leverage the expertise of industry leaders BlackRock and Charles Schwab and gain your own personal team of investment expertsat Successful Portfolios.
Quick and easy, SP Robo Advisor can help you consolidate stranded retirement accounts, save money, and invest. You’ll experience great service from the pros at Successful Portfoliosfor an ultra-low advisory fee of 0.50% annualized and no commissions or transaction fees.
Go to Institutional Intelligent Portfolios™ and signup online or use the Android or Apple App. When you signup, be sure to input Successful Portfolios’ four digit client access program key– 2KMY. Watch Parker Evans, CFA, CFP and David Bennett, CFA, CFP show you how to open and fund an SP Robo account using your smartphone:
Program Key: 2KMY
Easy Five Step Enrollment Diagram (Click to Enlarge)
SP Robo Team: Parker Evans, Joe Baer, David Bennett
Successful Portfolios LLC (SP) is an independent Registered Investment Advisor not owned, affiliated or endorsed by Charles Schwab or BlackRock. SP Robo Advisor seeks to replicate BlackRock Target ETF Model asset allocations. Schwab IIP rebalancing algorithms may constrain full model replication and SP Robo portfolios will sometimes utilize substitute ETFs in place of BlackRock recommended iShares ETFs. BlackRock Investments, LLC is the distributor for iShares ETFs.