Pierson Wealth is offering an innovated new way to invest with our firm. Using our expertise you know and trust, we've built a diverse suite of portfolios using Institutional Intelligent Portfolios®, an automated investment management service that helps us automatically rebalance your investments when needed. As your advisory firm, we will work with you to identify the right portfolio for your needs, and continue to meet to ensure its helping you achieve your long term strategy. Your portfolio will be held in a brokerage account at Charles Schwab & Co., Inc. You can easily access accounts through their website and mobile apps.
To get started, please visit Institutional Intelligent Portfolios® website and enter our firms unique program key to access our portfolios.
These materials have been independently produced by RFP Advisors, LLC. RFP Advisors, LLC. is independent of, and has no affiliation with Schwab Performance Technologies (SPT). Charles Schwab & Co. Inc. ("CS&Co"), or any of their affiliates (together, "Schwab"). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management platform for independent advisors and available exclusively through independent advisory firms like RFP Advisors, LLC. RFP Advisors, LLC., not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. "Institutional Intelligent Portfolios" is a trademark of Charles Schwab & Co., Inc.