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ManagedChoice (Institutional Intelligent Portfolios™)
Sentinel 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 Easy Steps
If you're looking for an efficient and low-cost way to set up and manage a portfolio, your solution is right here. Based on your answers to a short questionnaire, you'll automatically be placed in a portfolio that best fits your needs. Our portfolio management is a quick, three-step process:
- Tell us about yourself
- We build a strategy just for you
- You save time with professional management
Fees
Service Highlights
Our online investing services include:
- Range of account options
- Low-cost funds with lower fees
- Direct access to a fee-only Investment Advisor
- Quarterly statements with information about your account
*The operating expenses for the underlying ETFs in your portfolio will be charged in addition to the .50%.
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.
