Peoples Financial Group, an extension of the Wealth Management team at Peoples Bank, now offers Guided Wealth Portfolios1 (GWP), a digital investment tool designed to help you build a plan and work toward your financial objectives. Customers who choose GWP for their investments are able to invest their money online with a low starting minimum and low-cost exchange-traded funds2 (ETFs), and receive sophisticated, easy-to-understand investment management, as well as access to professional advice from one of our personal advisors.
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Peoples Financial Group strives to help their customers get the most return on their investments, and the best way to do this is by offering a tool that can actively manage their portfolios. Customers who choose to invest with GWP receive a customized portfolio based on their specific goals and benefit from a multitude of automated wealth management features that keep their investments active, such as:
- Online account access
- Daily portfolio self-monitoring
- Always-on, automatic market-movement-based rebalancing3
- Tax-aware investing4
- Automated tax-loss harvesting4
- Smart capital gains awareness for trades
- Automatic dividend reinvestment
- Automated deposit investing
If you would like to begin investing with Guided Wealth Portfolios offered through Peoples Financial Group, click the link below to get started, or call one of our Wealth Specialists at (219) 836-4400? for more information.
1 Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
2 An investment in exchange-traded funds (ETFs), structured as a mutual fund or unit investment trust, involves the risk of losing money. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
3 Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
4 References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.