With our Navigator service, we manage investments in a retirement investment account opened through our account custodian. We offer accounts including individual Roth IRAs as well as rollovers. Our services focus on long-term investing through low-cost funds that hold baskets of stocks and provide broad market diversification. We select investments for your portfolio to match your values and goals.
Our financial planning services are included with our Navigator investment management services. Navigator clients receive a written financial plan that includes recommendations for investing, saving, debt management, and cash-flow planning. Aesop clients receive all Aesop newsletters, including Market Mood, Money Microscope, and Markets Demystified.
Aesop Advisor does not require minimum amounts to open accounts or impose account balance minimums.
Click to learn more about investment account types and which may be good for you.
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