INSTITUTIONAL INTELLIGENT PORTFOLIOS™

PROGRAM KEY: CY86

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ASPIRE

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and INSIGHT PRIVATE ADVISORS LLC are not affiliated companies.

IMPORTANT DISCLOSURE

BUSINESS CONTINUITY PLAN

​Investments through PKS or RIA are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

© 2018  Insight Private Advisors LLC. All rights reserved. 

ASPIRE

Aspire, Institutional Intelligent Portfolios™

Insight Private Advisors is proud to offer Aspire, an automated investment management solution sponsored by Schwab Wealth Investment Advisory, Inc. (SWIA).

Program Overview:

  • Low cost, academic based portfolio of Exchange Traded Funds
  • 0.25% Advisory Fee (assessed monthly)
  • ZERO trading or rebalancing costs
  • $5,000 required account minimum to begin investing (less than $5,000 allows only contributions)
  • Online account management via website or mobile app
  • Paperless account set-up and management