Broker Check

Institutional Intelligent Portfolios by Schwab

Working with you to build a sound financial future.

Working with you to build a sound financial future.

Truliant Financial Advisors (TFA), available through CUSO Financial Services, L.P., is excited to help you invest your way with guidance.

New to investing? We make it simple. Just answer some questions about your specific financial situation and we can select and manage an investment portfolio custom-built for you.

Truliant partners with Schwab, using their Institutional Intelligent Portfolios® platform, which offers a self-directed way to construct a diversified portfolio based on your specific goals and needs. Over time, the automated investment management service will proactively re-balance your investments when needed.

Below are some of the reasons why you may want to consider Institutional Intelligent Portfolios by Schwab:

• Quick and Easy Account Set-Up
• Low account minimums
• Competitive, low-cost management fees
• Diversified investment strategies developed from a broad selection of 51 ETFs
• Easily transfer and rollover IRAs and 401(k)s

Institutional Intelligent Portfolios®

These materials have been independently produced by Truliant Financial Advisors (TFA), available through CUSO Financial Services, L. P. (CFS*). TFA 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 and available exclusively through independent investment advisory firms like TFA. TFA, not Schwab, is responsible for advising you on its 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.

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