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Submitted by pdadmin on Fri, 11/16/2018 - 14:47
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Invest Wisely For

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My Life

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My Family

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My Financial Health

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Getting Started

VestWise™ is an online financial solution, combined with human advisor support, to better service your needs and put a personalized strategy in the palm of your hand. Please work with your financial advisor to start investing with VestWise™.

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Invest with VestWise
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Our mission is to help you reach your financial goals

Our mission is to help you reach your financial goals

  • No minimum to open a VestWise™ account*
  • Access to a Park Avenue Securities advisor
  • Personalized model portfolio recommendations
  • 0.45% annual fee based on the average daily balance of assets in your account
  • Periodic rebalancing to help ensure the model portfolio continues to meet its objectives
  • Easy, on the go access 24/7
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How it works

Start investing with VestWise™

  1. Answer a few simple questions so VestWise™ can get to know you – see the FAQs for what information you will need
  2. View your personalized model portfolio recommendation
  3. Start your investing path
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About VestWise™

"VestWise™ is brought to you by Park Avenue Securities LLC which is a registered broker-dealer and a registered investment adviser and a wholly owned subsidiary of The Guardian Life Insurance Company of America.

From building a long-term investment strategy for retirement to saving for college, for years Park Avenue Securities has provided the tools to help clients step forward to take charge of their financial future. To learn more, visit www.ParkAvenueSecurities.com."

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<div class='aboutLeft col-sm-6'>0.45% Annual fee based on the average<br/>daily balance of assets in your account</div>
<div class='aboutRight col-sm-6'>No minimum to open a<br/>VestWise™ account*</div>
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*$5,000 minimum to invest in model portfolios comprised of ETFs. All funds less than $5,000 will be placed in an interest-bearing vehicle.
Once your account reaches $5,000 or greater, the funds will automatically be placed into the recommended model portfolio.
For more information about the VestWise™ program, please review the VestWise™ Wrap Fee Program Brochure.

Q: What information will I need when opening my account?

A: To open an account, you will have to provide your name, date of birth, social security number, a valid government ID, and additional financial information. During the registration process you will be asked certain questions about your investment experience and accounts.

For more FAQs and helpful information about VestWise, visit our FAQs Page.

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