Guided Wealth Portfolios
Guided Wealth Portfolios
Automated Investing with Access to Personalized Service
Guided Wealth Portfolios combine easy-to-use technology with access to the personal financial consultation service of our MB Investment Services Investment & Retirement Services team. Unlike most digital investing solutions, or robo advisors, who don’t include a dedicated financial advisor relationship, our digital investing solution guides you through the process from start to finish. Our online investment platform combines the benefits of a personal financial advisor with sophisticated technology to help you invest in your future:
- Access to a MB Investment Services Financial Advisor
- Low initial investment
Access to Personalized Strategies
We’ll create an investment allocation road-map based on your goals, risk preferences and investing timeline to help you pursue your objectives. Your road-map is also customized for your specific stage in life, and will change according to your needs.
- Ongoing planning, service, and access to advice.
- Investment road-map designed just for you
- Access to a dedicated financial advisor
Online Investing Personalized for You
Just $5,000* in investable assets opens your low management fee account, and we’ll allocate your assets in a tax-efficient manner, evaluating the tax impact of each trade before it goes through.
- Low initial investment minimums
- Tax-efficient investing
Intuitive, Intelligent Investing
Your self-directed investing process is made fast and easy with the secure technology that powers MB Investment Services’s Guided Wealth Portfolios. Get access to a personal portal and track your activity, open new accounts, invest online, see your portfolio and make updates to your accounts in all one place:
- Personal investment portal
- Constant monitoring of your portfolio
- 24/7 access to your accounts
BrokerCheck
• Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.
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 nonaffiliated 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 of 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.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products offered through LPL Financial or its licensed affiliates. The Middlefield Banking Company and MB Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL Financial offer services using MB Investment Services, and may also be employees of The Middlefield Banking Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, The Middlefield Banking Company or MB Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
The Middlefield Banking Company or MB Investment Services (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.