Automated Investment Management

Three Oaks Capital offers automated investment management services via Charles Schwab & Co., Inc.'s Institutional Intelligent Portfolios.
+ What It Is
  • Institutional Intelligent Portfolios is an online investment management service that builds, monitors, and rebalances your portfolio for you.

  • The platform builds portfolios using models maintained by Three Oaks Capital. These models are globally diversified and comprised of low cost exchange traded funds (ETFs).

  • Computer algorithms rebalance your portfolio when it falls out of balance, and take advantage of tax loss harvesting functionality.

+ What You Get
  • A portfolio built for capital preservation, growth, or income that's matched to your risk and return preferences and constructed and maintained by Three Oaks Capital

  • Automated & efficient rebalancing

  • Online access via Charles Schwab & Co., Inc.

  • Tax loss harvesting functionality

+ Who Is Eligible

Only certain account types are eligible for automated investment management:
  • Brokerage Accounts
  • Revocable Living Trusts
  • Traditional IRAs
  • Roth IRAs
  • Rollover IRAs
+ How Much It Costs
    There is an annual fee of 0.5% of assets under management. This fee is billed in monthly increments, and deducted directly from your account at Charles Schwab & Co., Inc.
+ Minimum Asset Levels
    There is a $5,000 minimum for automated investment management services.
+ Next Steps
    To get started with automated investment management at Three Oaks, click the link below:

For other questions schedule a free, no obligation 30-minute call.