Monticello iDirect

Save for what matters most to you. Forge ahead with confidence.

So you want to start saving, but you’re just not sure where to begin. With so many investment options out there, you don’t have the time to research everything, or to determine how to build a portfolio that is just right for you. How aggressive should your investment strategy be? How much should you start with to reach your goals? And how often should you contribute, or make changes to your strategy?

Welcome to Monticello’s iDirectTM — our Web-based solution that intelligently matches you to one of our expert-designed portfolios based on your unique goals and your tolerance for risk.

Portfolio Construction Made Simple
Let us do the heavy lifting. iDirectTM eliminates the complexity of selecting investments and constructing a portfolio. Answer a few questions online, and we will match you to a diversified portfolio built and maintained by Monticello Wealth Management.

Backed by Financial Pros
Rest assured… your investments are in good hands. iDirectTM is managed by Monticello’s investment advisory team. We have chosen to work with Schwab Performance Technologies ® to provide this investment platform to you. Invest with confidence knowing you have the backing of investment expertise from Monticello and access to your portfolio held in a brokerage account at Charles Schwab & Co., Inc.

Low Cost Investing
Put more of your money to work for you. With iDirectTM, you never pay any commissions and there are no transaction fees on trades. With portfolios built with low cost index-based funds and a simple annual management fee of 0.65% of your account balance, we’ll provide the guidance and platform for your investing.

Personalized

Complete a short online questionnaire. We’ll ask you about your goals, risk tolerance and investment time horizon.

Easy

Based on your responses, we’ll select one of our diversified portfolios that best fits your objectives.

Accessible

Open your account and fund it with cash, or transfer of assets from another investment account. The Monticello Wealth Management Team is readily available to answer any questions you have.

Expert investing is within your reach.
You work hard to ensure your financial future, so make sure your money is working hard for you. With iDirectTM, you gain Monticello’s professional investing insight combined with a powerful, low cost solution that quickly puts you on the road to an investment plan designed for you.

Get started by investing for what matters most today!
Visit the Institutional Intelligent Portfolios™ website.

These materials have been independently produced by Monticello Wealth Management. Monticello Wealth Management is independent of, and has no affiliation with, Schwab Performance Technologies®, (“SPT”), Charles Schwab & Co.,Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios™ is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like Monticello Wealth Management. Monticello Wealth Management, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.