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Guided Wealth Portfolio
Peoples Financial Group, an extension of the Wealth Management Team at Peoples Bank, offers Guided Wealth Portfolios1 (GWP), a digital investment tool designed to help you build a plan and work toward your financial objectives. Customers who choose GWP for their investments are able to invest their money online with a low starting minimum and low-cost exchange-traded funds2 (ETFs).
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Peoples Financial Group strives to help customers get the most return on their investments, and the best way to do that is offering a tool that can actively manage their portfolios. Customers who choose to invest with GWP receive a customized portfolio based on their specific goals and benefit from a multitude of automated wealth management features that keep their investments active, such as:
- Online account access
- Daily portfolio self-monitoring
- Always-on, automatic market-movement-based rebalancing3
- Tax-aware investing4
- Automated tax-loss harvesting4
- Smart capital gains awareness for trades
- Automatic dividend reinvestment
- Automated deposit investing
If you would like to begin investing with Guided Wealth Portfolios offered through Peoples Financial Group, click the link below to get started, or call one of our Wealth Specialists at (219) 836-4400 for more information.
1 Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
2 An investment in exchange-traded funds (ETFs), structured as a mutual fund or unit investment trust, involves the risk of losing money. An investment in ETFs involves additional risks such as non-diversification, price volatility, competitive industry pressure, international political and economic developments, possible trading halts, and index tracking errors.
3 Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.
4 References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Peoples Bank and Peoples Financial Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using the name Peoples Financial Group, and may also be employees of Peoples Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Peoples Bank and Peoples Financial Group. Securities and insurance offered through LPL or its affiliates are:
| Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value |
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.