You are now leaving the website of Emerj360 and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Emerj360. Emerj360 is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Emerj360’s website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.
As an investor with at least $50,000 in assets, Emerj360 provides you personalized expertise, knowledge and exceptional service all with a modern, automated digital experience called Institutional Intelligent Portfolios®.
Opening your Emerj360 account is easy and only takes a few minutes. Here’s what to expect:
The Emerj360 team will review your information for account qualification and make recommendations to your portfolio. We will email the Investment Management Agreement which must be completed before your funds are invested. Based on your personal level of risk tolerance, Emerj360 will recommend an investment model consisting of a diversified portfolio of exchange traded equity and fixed income funds. Your investment options are limited to the model portfolio.
1-83-Emerj360
