SAVE FOR WHAT MATTERS MOST TO YOU. FORGE AHEAD WITH CONFIDENCE.
Portfolio Construction Made Simple
Eliminate the stress of selecting investments and constructing a comprehensive investment portfolio with the help of iDirect™. Answer a few simple questions online, and you will be matched to a diversified portfolio built and maintained by our trusted financial advisors.
- Backed by Pros
Rest easy knowing your financial investments are in good hands. We have partnered with Schwab Performance Technologies ® to provide this investment platform to our clients. Along with the support and experience of your 1900 Wealth advisor, you will also have access to your financial 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 to help 1900 Wealth get to know you better. We’ll ask you about your financial goals, risk tolerance and investment timeline.
Based on your responses, we will select one of our diversified investment portfolios that best fits your financial objectives.
Open your account and fund it with cash, or transfer of assets from another investment account. Our team is readily available to answer any questions you have.
Experienced 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 the expertise of 1900 Wealth’s 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.
These materials have been independently produced by 1900 Wealth. 1900 Wealth is independent of, and has no affiliation with, Schwab Performance Technologies®, (“SPT”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios™ is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like 1900 Wealth. 1900 Wealth, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.