Starlight Portfolios represents the new age of financial planning, serving as your online investment advisory platform. We’ve designed the investor experience to provide your clients with all of the tools needed to build and manage a portfolio – at any time and any place.
As your online investment advisory partner, we assist you with the transition into the new age of financial planning. The online market for wealth management is continually growing, offering your clients many options for investment management automation. Starlight Portfolios can assist you with retaining clients of all size and reducing the time used to service clients while meeting fiduciary obligations to act in your clients’ best interests.
Please visit the following pages for updates to available marketing materials, investment performance reports, and new developments on the platform.
About the Platform
If you have any questions or need assistance, please contact Kemi Chavez at firstname.lastname@example.org or 844-221-5254.