So you want to start saving, but where should you begin? With so many investment options out there and no time to research everything, how do you build a portfolio that is just right for you? How aggressive should your investment strategy be? How much should you start with to reach your goals? And how often should you contribute, or make changes to your strategy?
Welcome to iDirect™ — our self-managed online solution that matches you to one of our expert-designed portfolios based on your unique goals and your tolerance for risk.
Portfolio Construction Made Simple
Let us do the heavy lifting. iDirect™ eliminates the complexity of selecting investments and constructing a portfolio. Answer a few questions online, and we will match you to a diversified portfolio built and maintained by 1900 Wealth.
Backed by Pros
Rest assured… your investments are in good hands. iDirect™ is managed by the 1900 Wealth investment advisory team. We have chosen to work with Schwab Performance Technologies ® to provide this investment platform to you. Invest with confidence knowing you have the support and experience from 1900 Wealth as well as access to your portfolio held in a brokerage account at Charles Schwab & Co., Inc.
Low Cost Investing
Put more of your money to work for you. With iDirect™, you never pay any commissions and there are no transaction fees on trades. With portfolios built with low cost index-based funds and a simple annual management fee of 0.65% of your account balance, we’ll provide the guidance and platform for your investing.
Complete a short online questionnaire. We’ll ask you about your goals, risk tolerance and investment time horizon.
Based on your responses, we’ll select one of our diversified portfolios that best fits your objectives.
Open your account and fund it with cash, or transfer of assets from another investment account. The 1900 Wealth Team is readily available to answer any questions you have.
Expert investing is within your reach.
You work hard to ensure your financial future, so make sure your money is working hard for you. With iDirect™, you gain 1900 Wealth professional investing insight combined with a powerful, low cost solution that quickly puts you on the road to an investment plan designed for you.
Get started by investing for what matters most today!
Visit the Institutional Intelligent Portfolios™ website.