Starlight Portfolios represents the new age of financial planning, serving as your third-party online investment management platform. We’ve designed the investor experience to provide your clients with all of the tools needed to invest, grow, and manage their personal finances.
As your partner, we assist you with the transition into the new age of financial planning. The online market for wealth management is continually growing, offering your clients many options for investment management automation. Starlight Portfolios can assist you with retaining clients of all size and reducing the time used to service clients while meeting fiduciary obligations to act in your clients’ best interests.
