No. We believe over the long term, properly designed and tested software that implements time tested passive investment rules will outperform the judgment of almost any financial advisor, especially those who attempt to select particular securities and/or time the securities markets. Therefore, we see no need for a financial advisor to oversee your portfolio. That being said, our compliance systems and professionals continuously monitor your portfolio for adherence to our investment strategy, investment features and their implementation.
Nothing in this blog should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security. Financial advisory services are only provided to investors who become Wealthfront Inc. clients pursuant to a written agreement, which investors are urged to read carefully, that is available at www.wealthfront.com. All securities involve risk and may result in some loss. For more information please visit www.wealthfront.com or see our Full Disclosure. While the data Wealthfront uses from third parties is believed to be reliable, Wealthfront does not guarantee the accuracy of the information.