Easy Account Setup
As your partner, we assist you with the transition into the new age of financial planning. The online market for wealth management is continually growing, offering your clients many options for investment management automation. Starlight Portfolios can assist you with retaining clients of all size and reducing the time used to service clients while meeting fiduciary obligations to act in your clients’ best interests.
Comprehensive Investment Management
Starlight Portfolios provides investors with next-generation technology via our intuitive client portal. Advisors can manage client investments, secured document vault, financial planning scenarios, and account aggregation to gain a comprehensive financial picture.
Identification of your client’s risk profile is the first step in our onboarding process. Your clients will be prompted to answer 7 questions, to get the process started.
We believe it’s in your client’s best interest to provide investing options that are affordable, with no hidden fees. We make all fees and charges transparent, so you and your clients can make educated decisions.
Our dedicated investment committee continually reviews the portfolios and underlying funds based on views and research from the most respected analysts in the investment industry. These analysts advise the investment committees of large pensions and endowments and we use their insights to benefit your clients.