Why Choose Starlight Portfolios?
Starlight Portfolios represents the new age of financial planning, serving as your online investment advisory platform. We’ve designed the investor experience to provide you with the tools you need to build and manage a portfolio – at any time and any place.
The changing face of of today’s financial planning practice requires that you not only respond quickly to changes in the market, you must also stay ahead of financial service marketing trends.
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 and reducing the time used to service clients, while meeting fiduciary obligations to act in your clients’ best interests.
Technology-Driven. With Starlight Portfolios, you can offer your clients a truly automated third-party money management experience supported by the next generation of technology.
Research-based recommendations. Our dedicated investment committee continually reviews our portfolios based on research from the most respected analysts in the industry.
Easy account setup. We make it fast and simple to open an investment account. Our online automated process leads to less paperwork for your to manage, and minimizes errors.
Transparent pricing. We believe that investing should be affordable for everyone, with no hidden fees.
We serve as a complement to your financial planning practice, resulting in a combination of your expertise and service, support by our online investment advisory capabilities.