Gain

Gain Strategies

XCountry Financial-Gain Stage

It's early in the game. In the GAIN Stage we look to grow assets while being mindful of volatility. We want to start investing early and often to accumulate wealth. Whether you’re just getting started or have been saving for a while, setting up a monthly contribution to your retirement account is a great way to get started.

Get off to a fast start, and in the right direction.

We implement your personal portfolio using proven diversification techniques . You’ll receive allocations designed for you and your savings goals, and benefit from trading techniques that can help reduce taxes. Your portfolio is monitored daily, keeping it on track as markets move, and rebalancing it as needed.

Personalized Diversified Portfolio

We create strategies that are tailored to your needs and goals.

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Build a relationship with a Financial Advisor

Years of experience have prepared us to guide you through your life transitions.

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Online Dashboard and Account Access

Digital investment platform/Personal financial
advisor/Sophisticated technology.

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Daily Monitoring of your Account

Stay on track as markets move and
rebalancing it as needed.

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Looking to get started pursuing your financial goals? Have a smaller amount to invest? Contact us to learn how to get started!

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*An annual small account fee is applied to accounts with less than $10,000 invested. Additional fees will apply.

IMPORTANT: The projections or other information generated by Guided Wealth Portfolios regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

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 nonaffiliated 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.

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.

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.