Are you ready to invest for retirement now? Are you looking to change from your current provider? If the answer is yes, then Institutional Intelligent Portfolios™ could be the right fit for you! Get started by opening any type of account listed below. All money management fees are waived for the first $20,000 and we have discounts for veterans and disabled veterans (Learn more here). Keep more of your hard earned money in your pocket by investing in efficient, low-cost ETF managed portfolios. 

Institutional Intelligent Portfolios™ supports the following account types

Individual

Joint

Trust

Traditional, Roth, 401K Rollover and SEP

 

Discover automated portfolio management with Institutional Intelligent Portfolios™.

Capital Wealth Planning is able to build you an ETF portfolio based on your risk profile and investment objectives. Straight forward enrollment gets you started in minutes.

 

Have Access Right From Your Mobile Device

If you have time to watch a T.V. show, you have time to start investing with Institutional Intelligent Portfolios™

Get invested in three simple steps...

  1. Answer a few straightforward questions to help us determine your risk profile.
  2. Review your recommended portfolio.
  3. Complete the simple enrollment process.

Then, Intelligent Portfolios start working for you. Monitoring your progress and managing your account is easy too. All your portfolio information is at your fingertips, whether your on your desktop or mobile device.