PROVIDENCE – The wealth management company SK Wealth Management LLC last month launched a new service for clients with a minimum investments of $100,000 or more.
The impetus for the new service, dubbed “Digital Portfolio,” was because the company says it heard from clients who wanted to invest, but don’t meet the minimum account size of $500,000, according to a press release.
“In order for those clients to access SKWealth’s investment management services, [the company] has launched a new, lower-cost, automated option that is designed to help smaller account sizes access custom-designed portfolios and grow,” according to a press release.
The new service offers the following features:
– Custom portfolio design
– Automated on-boarding and reporting
– Automated portfolio rebalancing
– Automated tax-loss harvesting
– Account aggregation
– Budgeting
– Tracking of spending
– Secure vault – electronic storage of important documents (wills, insurance policies, trusts, etc.)
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