Midwest Capital Advisors Guided Portfolio Series
Ascend to wealth.
Benefits of Investing through MCA GPS
The Midwest Capital Advisors team collectively has over 50 years’ experience in the financial services industry. MCA has the expertise and ability to navigate the complexities and challenges of the financial markets so you don’t have to.
It only takes a few minutes using your computer or mobile device to fill out an investor risk profile. You tell us about your goals, time horizon and comfort with investing, and we will match your assessment to the right portfolio. It really is that easy. And, it’s paperless; all forms can be accessed and e-signed using your computer or mobile device. You can even link your bank account to your Schwab account for easy funding and consolidate other retirement accounts with direct rollovers or account transfers.
3 STEPS – NO PAPER
Click Invest Now. You will be directed to Institutional Intelligent Portfolios, hosted by Charles Schwab & Co., Inc.
Click Get Started and enter the Advisor Program Key: NWDR
Within 24 hours you will receive two email notifications from MCA GPS to complete enrollment and funding for your new account*: 1) Welcome 2) DocuSign to finish the account set up with your e-signature.
MCA will notify you when your account has been accepted. Congratulations!
MCA GPS clients pay just 0.5% per year (0.125% per quarter) for MCA GPS investment management services. Your fee includes all trading, automated rebalancing of accounts over $5,000 and dividend reinvestment. Accounts with a value over $50,000 will have the option to enroll in tax loss harvesting. You pay no trading commissions.
You can monitor and manage your account 24/7 from your computer or mobile device. Statements and performance reports are just a few clicks away.
*Opening an account requires a $5,000 minimum.