Core Portfolios
Choose this if You prefer the ease and efficiency of a primarily digital experience.
The way you invest has changed, that's why we offer a suite of managed portfolios to help you pursue your financial goals. From automated investing to portfolio management with a more personal touch, the professionals at Lumentrades Investment Management, LLC will recommend a portfolio based on your financial goals.
Choose this if You prefer the ease and efficiency of a primarily digital experience.
Choose this if You’d like a Financial Consultant to help you choose and tailor your portfolio.
Choose this if You want a fully custom portfolio and a dedicated Financial Consultant.
Investing in a managed portfolio means getting the help you need to pursue your financial goals. Just answer a series of questions and Lumentrades Investment Management, LLC will recommend a portfolio to fit your needs.
Portfolio choices you can grow with
Automated portfolio adjustments and rebalancing
Guidance and products tailored to fit your goals
Stay connected to your portfolio anywhere, anytime
Straightforward, fee-based pricing
Simply choose a solution below based on how much one-on-one support and customization you want. We’ll build a portfolio around your goals, and then manage it to help keep you on track.
Core Portfolios | Blend Portfolios | Dedicated Portfolios |
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Service and
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Service and
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