WELCOME TO SCHWAB INTELLIGENT PORTFOLIOS

The Sullivan Group has partnered with Schwab Intelligent Portfolios to provide a modern investment platform that may be right some of our clients. For more information about how we use this platform and whether it is right for you, please contact us to learn more.

YOUR PORTFOLIO

Using the Intelligent Portfolio platform means that we will be able to help you create an investment portfolio that combines your goals with The Sullivan Group’s economic outlook. We believe that this platform allows us to act on what we see in macro economic trends and also allows asset allocation that is consistent with where you are in life. We constructed each portfolio carefully and are always considering where changes might be necessary in light of shifting economic trends.


OUR INVESTMENT PHILOSOPHY

AUTOMATIC REBALANCING

Rebalancing your portfolio is vital to maintaining an asset allocation that reflects the risk tolerance and longer term goals that you’ve communicated to us. With the Intelligent Portfolio technology, this necessary rebalancing takes place behind the scenes and automatically.

TAX LOSS HARVESTING

Tax loss harvesting is a strategy that allows an investor to sell his position in a stock at a loss in order to capture that loss to offset gains in other positions for tax purposes. While this was traditionally a time consuming and complicated strategy, it is now available to everybody due to the improvements in technology like Intelligent Portfolios.

WE START WITH A SIMPLE QUESTIONNAIRE

By going through a simple 5-minute set of questions, you get specific about what your goals are and where your risk level is. The results determine the type of portfolio allocation that works for you, and we sit down with you in person, phone, or video conference to walk you through it and explain everything. All you have to do is send us a message below to get started!

WE’VE CAREFULLY CONSTRUCTED EACH PORTFOLIO

The portfolio allocation that is selected for you based on the questionnaire was carefully constructed by The Sullivan Group. Every specific investment position reflects our view of what is taking place in the economy at large. The only thing that shifts is the allocation percentages, depending on how you answered each question. This means that we have leveraged the Intelligent Portfolio platform to combine our client’s needs with our own economic outlook.

INTERESTED IN LEARNING MORE?

If you are interested in our services, we would first encourage you to get to know about our investment philosophy and economic framework. You can learn more about these things and how you can get started by clicking the button below. Or if you would like to contact us, we’d love to hear from you and answer any questions you have.

Philosophy
Instructions
Get Started
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