Professional Investment Management – Accessible to Everyone

You no longer need to be a high-net-worth client to receive sophisticated, institutional-quality investment management. AdvisoryDirect was created to give younger investors, those just getting started, or clients with smaller account balances access to the same experienced team and proven investment process we provide to our largest clients.

AdvisoryDirect is a fully digital platform — which allows us to efficiently deliver professional investment management to smaller account sizes or younger investors who don’t meet traditional high-net-worth minimums.

You’ll work directly with your dedicated Client Service Team for all day-to-day needs, while our experienced advisory team handles investment strategy and portfolio oversight in the background.

•  Easy online account opening and ongoing maintenance
  
• Secure client portal with 24/7 access to your accounts
  
• Custody with Charles Schwab
  
• Quarterly performance summaries delivered to your portal
  
• Detailed annual portfolio review reports
  
• Annual one-on-one virtual portfolio review with a live team member 

Our team of senior investment advisors — many with over 30 years of experience — meets monthly to review portfolios, market conditions, and investment strategies. This collective oversight means even smaller accounts benefit from the same high-level expertise and disciplined approach used for high net-worth clients.

This is your chance to build your financial future with the same professional guidance that helps high-net-worth families succeed. Start early, invest consistently, and let our experienced team help guide your journey. 

• Complete the AdvisoryDirect Client Data Form Fill out the electronic form provided by your advisor or Client Service Team. This helps us understand your goals, risk tolerance, and financial situation.

• Sign Account Documents Our Client Service Team will send you DocuSign documents and applications to electronically sign and establish your new accounts at Charles Schwab.

• Client Portal Activation The Client Service Team will create and activate your personalized secure Client Portal and send you login instructions.

• Ongoing Reporting Quarterly performance summaries will be automatically posted to your Client Portal for easy access.

• Annual Portfolio Review Annual portfolio review reports will be posted to your portal, and your dedicated Client Service team will contact you to schedule a one-on-one virtual annual portfolio reviews.

Advisory Direct:
Erin Roberts
Director of Operations
Email: advisorydirect@riaadvisorygroup.com
Phone: 515-344-4807