We consider our process to be on the forefront of the new generation of financial services technology. The growth in online investment platforms has substantially increased during the last few years, as investors demand more access to their portfolios and technology offerings continue to evolve. We’ve met that need with Starlight Portfolios, providing our clients the ability to manage their investment account from any place, at any time.
Our investment philosophy is based on choice, research-based recommendations, and transparent pricing. With Starlight Portfolios you will be able to choose the investment management experience you prefer – active, passive, or a blend of both.
When they are available and meet our investment criteria, we choose funds that represent the lowest level of fees available (institutional, advisor, admiral, f-class, etc.). The following pages provide an overview of our investment portfolios.
Starlight Portfolios holds responsibility for managing and implementing investment strategies for our investors’ portfolios. By choosing the right mix of investment products, we create a portfolio to help you meet your goals. Your portfolio is created by you through the questionnaire stage which identifies your financial situation, investment objectives, and risk profile. We apply an algorithm calculation to your answers from the questionnaire to develop your portfolio. Your risk profile is determined by your investment horizon, financial and emotional tolerance of market fluctuations, as well as financial planning considerations – which are all identified by you in the questionnaire. Starlight Portfolios monitors your investment risks, performance, expenses, and makes appropriate adjustments to your portfolio.