Digital Portfolio

Digital Portfolio

SKWealth’s investment management services offers a lower-cost, automated option that is designed to help smaller account sizes access custom designed portfolios and grow. This digital portfolio option is designed to help a client continue on their path of securing their financial future and includes:

Sophisticated, Personalized Investment Portfolios

  • Custom Portfolio Design
  • Lower Investment Minimums
  • Automated On-Boarding and Reporting
  • Automated Portfolio Rebalancing
  • Automated Tax-Loss Harvesting 

Financial Planning Tools

  • Account Aggregation
  • Budgeting
  • Tracking of Spending
  • Secure Vault – electronic storage of important documents (wills, insurance policies, trusts, etc.)

A future link will be available to view balances, statements and activity related to your digital portfolio. Please contact Matthew Neyland, CFA, CAIA, at 401-331-1575 with your questions or for more information.

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