We believe that informed clients make great clients. That’s why we offer our online investment analysis to everyone, for free! We’ll show you a side-by-side comparison between your current investment account and our CycleWise Portfolios. You will see a breakdown of the fees and performance so you can make a more informed investing decision.
FREE Online Investment Analysis (5-Minutes)
- Fee Analysis – Are you paying too much?
- Performance Analysis – Could your investments do better?
- Allocation Analysis – Do you know what you own, and why you own it?
Here’s How It Works:
- Tell Us About You and Your Goals
- Link Accounts for Analysis
- Compare Fees & Performance
Makes Sense to Switch?
If you find that it’s make sense to switch, our online account opening and transfer process takes only 10-minutes to complete.