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Guided Wealth Portfolios (GWP)

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Investing with GWP

Invest in your future with Guided Wealth Portfolios (GWP), a digital platform that provides an automated, electronic annual review and online communications so investors always feel informed. Investment models are built by LPL Research using a suite of low-cost exchange-traded funds (ETFs), each designed to help investors work toward specific goals, while also taking into account each investors individual timelines and risk preferences.

  • Low starting minimum of $5,000
  • 0.50% annual advisory fees
  • Digital investing technology with 24/7 online access
  • Easy online set up in about 15 minutes
  • Access to personalized guidance from a financial advisor at Red River Investments Group

Who is GWP Designed For?

Have less to invest, but want a financial advisor

 

Interested in a digital investing experience


Want a low-account minimum investing solution

Why Invest Using GWP?

Getting A Head Start Can Make A Big Difference

Financial Advice

Your advisor will review your suggested portfolio allocation to make sure it's right for you, and they're available any time you have a question about your account or investing strategy.

Portfolio Design

LPL Research, an experienced money manager, chooses the investments for GWP's portfolio models. 

Consistent Monitoring

Your portfolio is rebalanced annually to keep it on track as markets move. 

Tax-Loss Harvesting

Your accounts will also benefit from quarterly reviews for tax-loss harvesting opportunities. 

Use GWP to Work Towards a Specific Goal

Making a Major Purchase Including a New Home or Car

 

Retirement

General Investing for the Future

Advisor + technology: Who does what?

Guided Wealth Portfolios has three major players working together to build and deliver your customized portfolio:

The Portfolio Designer

GWP works differently than other LPL platforms, as it builds your portfolio using LPL Research-managed ETFs based on your investment goals, risk preferences, and timeline to reach your goal. 

Your Advisor

GWP provides you with a personal advisor dedicated to you and your financial goals. 

The Technology

Investment models are built by LPL Research using a suite of low-cost exchange-traded fund (ETFs), each designed to help investors work toward specific goals including:
- Retirement
- Major purchase - home, car, etc.
- General Investing - no specific goal, but aimed at growing the account for the future.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.

Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

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