How It Works – Signature Intelligent Portfolios

We use an advanced algorithm

And the insight of veteran financial services professionals to build and continuously manage a portfolio of low-cost, mutual funds and exchange traded funds (ETFs)

START INVESTING WITH A FULLY AUTOMATED INVESTMENT ACCOUNT THAT TRADES AND REBALANCES FOR YOU

SET YOUR GOALS, TIME HORIZON & RISK TOLERANCE

DIVERSIFY YOUR PORTFOLIO WITH A MIX OF ASSET CLASSES

AUTOMATE PORTFOLIO REBALANCING

You will complete a brief questionnaire and choose from a set of customized ETF portfolios. We will review your portfolio and confirm that it is properly allocated based on your risk profile.

Your portfolio will be invested in multiple asset classes including stocks, fixed income, real estate, commodities and an interest-earning cash component.

The algorithm does the rest with automatic rebalancing – the process of buying and selling portions of a portfolio in order to keep your asset allocation in check.

ABOUT THE PORTFOLIOS

ABOUT THE SERVICE

Automatic portfolio monitoring and rebalancing to keep portfolios aligned to clients’ chosen investment strategies*

A combination of low-cost global ETFs and FDIC-insured cash that pays an indexed, market-based interest rate

Multiple asset classes across domestic, international and emerging market stocks, bonds, real estate and commodities

Professionally managed portfolios without any trading commissions and custody fees

Automated tax-loss harvesting available for portfolios starting at $50,000

*$5,000 minimum investment.

Customized portfolios designed by fiduciary investment professionals and tailored to your tolerance for risk during market movements

Dedicated mobile app provides visualizations of your portfolio and asset allocation

Paperless onboarding experience accessible from any desktop or mobile device

Portfolios are held in a brokerage account at Charles Schwab & Co., Inc.

SIGNATURE INTELLIGENT PORTFOLIOS

2121 Avenue of the Stars | Suite 1600
Los Angeles, CA 90067 | (844) 839-7353

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SIP DISCLOSURE Securities offered through Signature Estate Securities, LLC member FINRA/SIPC. Investment advisory services offered through SIP, LLC.

These materials have been independently produced by Signature Intelligent Portfolios, LLC. Signature Intelligent Portfolios, LLC is independent of, and has no affiliation with, Schwab Wealth Investment Advisory, Inc. ("SWIA"), 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 SWIA and available exclusively through independent investment advisory firms like Signature Intelligent Portfolios, LLC. Signature Intelligent Portfolios, LLC, 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.