Page 3 - Robo Advisors and Growing Your Wealth
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The rst thing that happens is the advisor has to learn about you.
For example, at Nest Wealth: We take note of your goals
AND ASSESS YOUR
Risk Financial Invesment Tolerance Situation Time Horizon
All of this is done online and is used to build an initial customized portfolio to your needs.
Truthfully we’re a little different than other robo-advisors, in that we don’t have pre-set funds, buckets, or products. We tailor your portfolio to you, so you get exactly what you need.
Over time, as your life changes, we constantly monitor and adjust your portfolio to meet your new needs. This usually occurs for one of two reasons: either you let us know you want to update your portfolio, or this is identi ed when we check in on you to make sure your information is up to date.
ROBO ADVISORS AND GROWING YOUR WEALTH
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