Considering an Autopilot Program?

Low Cost ETF Automated Investment Platform

To save time and cost, consider our AutoPilot Program. The investment process is online and completely paperless.  Start by completing a Riskalyze profile to accurately determine the level of investment risk you’re comfortable with.

From your completed questionnaire, you will be directed to a risk based investment portfolio managed by CLS Investments (CLS), also the investment fiduciary to the platform.  CLS has been awarded the 2016 ETF Strategist winner by wealthmanagement.com.

Minimum Investment

Minimum investment starts at $5,000.  The money is invested in a diversified low cost ETF portfolio constructed by CLS and held at TD Ameritrade.  There is no early exit penalty.

Check it Out

Click on the AutoPilot link to see how it works.  Congratulations!  You are on your way to success!

Have Questions?

CONTACT US

We're not around right now. But you can send us an email and we'll get back to you, asap.

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©2018 Financial Wellness Tower a premium financial education site brought to you by Pension Maxima. This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

Financial Wellness Tower is a premium wellness education site sponsored by Pension Maxima Investment Advisory, a NY based financial services company specializing in 401(k) advisory services, exit planning and retirement planning for individuals.  All resources are copyright pending and targeted for education purposes only.  Pension Maxima Investment Advisory does not endorse or promote any commercial product or supplier.

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