Through the Henssler AIM Program, we have combined a computerized digital asset management platform with carefully conceived exchange-traded fund portfolios designed to cater to your risk tolerances and time frame for your investing goals. The ETFs used for investment offer exposure to a particular asset class, industry, commodity, or region in addition to being more transparent in terms of their underlying holdings. ETFs are filtered through a carefully selected set of stringent criteria to ensure diversity and cost efficiency.
This includes online account setup, dedicated email for questions, dedicated voicemail system (with responses primarily via email), eStatements, and eBilling.
Automatic Daily Trading
Depending on the strategy and risk profile indicated by you, the account can be set to automatically trade daily, if necessary, to maintain a portfolio designed for optimal long-term wealth.
Portfolios are monitored by a computerized system daily and automatically rebalanced when an asset class weight drifts too far from the intended target. Inherent market volatility causes investments to rise and fall in value, so rebalancing helps ensure that your portfolio stays on track with your targeted level of risk.
Automatic Tax Loss Harvesting
If selected, tax-loss harvesting is available for clients with invested assets of $50,000 or more. By realizing a loss in a security that has experienced a loss, investors are able to offset taxes on both gains and income. However, the ability to realize significant tax benefits from this strategy depends upon a variety of factors. No assurance can be offered that a particular investor will, in fact, realize significant tax benefits.
Once we receive your information, one of our Experts will contact you in 24-48 hours.
Questions: Please call us at 770-429-9166