We constantly research and make adjustments based upon the views of the most respected investment analysts in the industry. This is how large pensions and endowments operate, and we believe you deserve the same thoughtful approach. Do you believe in passive investment management, active or a blend of both? Unlike other online investment advisors, we let you choose. Want to know how our investments perform? Review our models, below.
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Portfolio recommendations are made based upon answers to a risk tolerance questionnaire, with the investment objectives to be either capital appreciation or income, based upon the risk tolerance questionnaire. Starlight Portfolios services include discretionary portfolio recommendations, quarterly re-balancing and quarterly management of portfolio holdings. Rebalancing may create taxable events in non-retirement accounts.