Eric Freedman explains the advantages of automated investing.
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What is Automated Investing is displayed on screen. Eric Freedman is wearing a dark suit and blue tie speaks away from screen, camera refocuses on his face. 

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Automated investing is establishing a portfolio that matches a client's needs, and re-bouncing that portfolio over time using a rules based digital engine. 

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The words Accessibility, Customization and Automation presented on white background. Eric begins talking and camera pans from side profile to front of his face.

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Customers can benefit in three ways, accessibility, customization and automation. 

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Eric begins talking and camera pans from side of his face to front with skyscrapers in the background.

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From an accessibility standpoint, these are really intuitive portfolios, they are low fee and also the interface is just easy to get to.

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The camera pans to the left side of Eric's face.

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From a customization front, these portfolios are intended to be really in-sync with your change and risk tolerance, as you have life changing needs over time, these portfolios can certainly adapt to those as well. 

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The camera focuses from the side of Eric's face to front with skyline in the background.

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From an automation perspective these portfolios do a couple things on your behalf. Number one is that they consistently re-bounce the portfolio depending on either market conditions or changes to the portfolio. Number two is they actually will automatically re-invest dividends on your behalf, so that's something you don't have to do. And finally, year-end they are tax aware, so these are important features from automation prospective.

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The camera pans to front of Eric's face to side with high rise in the background.

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Automated investing was initially designed for people who are more hands-off with their investing's. What we found over time it is actually all sorts of investors enjoy a rules based and digital interface. So, we're actually finding experienced and less experienced investors drawn to the automated approach. 

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The camera focuses on side of Eric's face.

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Automated investing is becoming increasingly popular, it may be the right fit for you. We'd encourage you to do more research and ask your provider questions to make sure you are truly comfortable with this fitting your investment needs.