Tap into the Experience and Intelligence of IMAGINE by Duncan Williams Asset Management for a discounted fee and a low Investment minimum:
- Investment Portfolios Actively Managed by Duncan Williams Asset Management Strategists
- Fee for Investment Services: .35% (35 bps) of managed assets
- Account Minimum: $5,000
Statements and Reporting provided online by Schwab Performance Technologies
Institutional Intelligent Portfolios™ (the “Program”) is an automated investment management service sponsored by Schwab Performance Technologies (“SPT”). The Program is available to our clients who open and maintain brokerage accounts at Charles Schwab & Co., Inc. (“CS&Co”), an affiliate of SPT. Through the Program, we provide you with a range of investment strategies. Each investment strategy consists of a diversified portfolio of exchange-traded funds, as well as an FDIC-insured cash allocation. We have contracted with SPT to provide us with the technology platform and related trading and account management services for the Program. This platform enables us to make the Program available to you online and includes a system that automates certain key parts of our investment process, such as determining your investment objectives, risk tolerance, an appropriate investment strategy, and managing your portfolio through automated rebalancing. We create our investment strategies by choosing from among hundreds of ETFs that meet certain criteria established by SPT. At our direction, SPT will use software to automatically trade and rebalance portfolios when they drift from the targeted asset allocation by a defined amount.
If you open an account, you will receive a recommended portfolio from our firm based on a few questions that assess your investment goals and risk tolerance.
Use HRX6 for the Advisor Program Key when creating your account.
Please call (901) 435-4250 with any questions about the IMAGINE program or any of the services available at Duncan Williams Asset Management, LLC.
Clients can also download the Institutional Intelligent Portfolios™ mobile app to access their account on Apple or Android mobile devices:
Click the App Store icon for Apple devices or the Google Play icon for Android devices.
These materials have been independently produced by Duncan Williams Asset Management (DWAM). DWAM is independent of, and has no affiliation with, Schwab Performance Technologies (“SPT”), Charles Schwab & Co., Inc., (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios™ is an automated investment management service for independent advisors sponsored by SPT and available exclusively through independent investment advisory firms like DWAM. DWAM, not Schwab, is responsible for advising you on the Program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.