Individual Investors

Smart investing isn’t one size fits all, so we allow our clients to build a personalized portfolio based on their own goals, beliefs, and interests. After clients are guided through a few simple questions, our algorithms gauge their timing and risk tolerance to create an appropriate portfolio. Individual portfolios are then built and presented using our models.  Investments are typically just one piece of an end clients’s overall financial picture. Our program offers aggregation tools to link accounts held outside of your new digital advice account, displaying everything in a unified and customizable dashboard. Our personalization tools offer clients an unprecedented level of control over their online experience, helping them learn and grow their financial understanding and oversight of their financial plan.

For more information about Halliday’s Digital Advice Program or to register for a digital advice account visit our site @ HallidayFinancial.Marstone.com