Visit SawstonDirect, our automated portfolio option

by Emily Lang

In 2016 we announced the launch of SawstonDirect, our automated investment platform in response to the needs of a growing sector of new investors. This platform offers a more digital approach to wealth management.

Easily accessible through our website, www.sawstonwealth.com. Simply follow the link to our homepage and at the bottom you will find a link that directs you to SawstonDirect. Clients will first complete a detailed questionnaire to determine their personal story, investment goals, and risk analysis. They will then receive a portfolio recommendation for each account, based on the results of this questionnaire, matching their goals and objectives with our investment models. They can then choose to open a new account directly, or get in touch with one of our advisors. The online account opening process follows our strict fiduciary compliance review and approval, with all documents securely stored. This offers a solution for those seeking professionally managed investment portfolios, but with a lower cost, lower touch option. Ongoing tracking of holdings and performance will keep our clients engaged with Sawston Wealth and its advisors.

If you are interested in more information regarding SawstonDirect, or have any questions about this service, please contact us at (360) 464-2025 or info@sawstonwealth.com.

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