ManagedChoice (Institutional Intelligent Portfolios®)

Smart and simple automated investing.

OPEN AN ACCOUNT

We’ve partnered with Charles Schwab to offer you Institutional Intelligent Portfolios® investment options and cutting-edge technology.

Starting with as little as $5,000. ManagedChoice (Institutional Intelligent Portfolios™) is a fully automated investment advisory service that can make you rethink how you invest.

3 Simple Steps

3 Simple StepsIf you're looking for an efficient and low-cost way to set up and manage a portfolio—for any number of goals, this is the solution for you.

Based on your answers to the short questionnaire (Step 1), you'll automatically be placed in a portfolio that best fits your needs. Our portfolio management is built on three key components:

Tell us about yourself.

You take a few minutes to complete a short questionnaire based on your goals and timeline.

We build a strategy just for you.

With your specific goal(s) in mind, you are placed in a diversified portfolio of low-cost exchange-traded funds (ETFs).

Professional management saves you time.

We’ll monitor your portfolio, especially during periods of market volatility, to help ensure they remain appropriate for your selected portfolio strategy.

Fees

You won’t ever see any trading fees, transfer fees, commissions, or surprises!

Our annual advisory fee for ManagedChoice (Institutional Intelligent Portfolios™) is .50% of your assets under management.

*The operating expenses for the underlying ETFs in your portfolio will be charged in addition to the .50%.

Service Highlights

Our Online Investing Services Include:

Range of Accounts. We offer several options, including brokerage, IRA, custodial and trust accounts.
Low-cost funds. We focus on low-cost ETFs, which have lower fees.
Target tracking. We'll help you keep an eye on your progress.
Access to a Fee-Only Investment Advisor. Your assigned financial planner will touch base periodically to make sure your strategy still works for you.
Quarterly Statements. Each quarter, you will receive an account statement that will provide you with valuable information about your account.
Tax Efficiencies. If an investment declines in value, our automatic tax-loss harvesting can help you offset the taxes on investment gains.
24/7 access to your account. Login to your account any time to view your balance, account activity, or to review the funds in your account.

Tax-loss harvesting is available for clients with invested assets of $50,000 or more in their Institutional Intelligent Portfolios® account. Clients must be enrolled to receive this service. The tax-loss harvesting feature that is available with Institutional Intelligent Portfolios® is subject to significant limitations, which are described on the Institutional Intelligent Portfolios® website and mobile application (collectively, the "Website") and the License and Services Agreement and the IRS website at www.irs.gov. Neither the tax-loss harvesting strategy for the Institutional Intelligent Portfolios® platform nor any discussion herein is intended as tax advice. Neither Sentinel nor its affiliates, represent that any particular tax consequences, benefits, or outcomes will be obtained. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. There are no assurances that any strategy will meet its objective.