Longwave Advisor aims to help people grow wealth over time by saving and investing through its automated platform. The platform allows users to invest toward financial goals like buying a home, saving for a vacation, planning their wedding, or donating to a charitable cause. After selecting a financial goal, called a Wealthblock, investors complete a behavioral questionnaire that tailors their investment portfolio to each goal's risk tolerance and time horizon. Client portfolios are then invested in up to 40 global markets through low-cost exchange traded funds (ETFs). Investors are able to monitor their portfolio on a personalized investment dashboard. Accounts are available from a minimum investment of $3,000 for individuals under 25 and $5,000 for individuals over 25.
Longwave Advisor is different from traditional financial advisors and other robo-advisors due to its sophisticated and active investment approach, which targets balanced and diversified portfolios hedged to rising or falling economic conditions. Longwave Advisor offers lower fees than other firms pursuing similarly sophisticated strategies and uses tax-loss harvesting to help investors grow wealth efficiently.
"We are able to offer a sophisticated investment strategy with low fees due to the inherent scalability of the technology behind our process," said Dassori. "Our investment approach seeks to avoid the common drawbacks of other automated advisors by managing risk actively in each individual's portfolio."
Longwave Advisor's intuitive investing platform and process makes financial planning easier. "Our mission is simple: we want to help people meet their financial goals," Dassori said. "Sophisticated investors and institutions want portfolios to respond to changing market conditions. We want to offer people access to the latest investment strategies and help increase their probability of meeting financial objectives through greater returns."
Longwave Advisor's investment team, led by Dassori and Landis, has over 40 years of experience managing investments for large institutions. Their industry background helps the firm stand out for its investment capabilities beyond the common advantages of digital wealth managers.
Previously, Dassori and Landis founded Wavelength Capital Management, an independent alternative investment management firm specializing in liquid, transparent, and cost-effective investment solutions designed to preserve assets and produce consistent returns in any economic environment. Originally, both Dassori and Landis were at Credit Suisse.
For more information about Longwave Advisor, please visit www.longwaveadvisor.com.
Media Contact:
Olivia Wheat
ThinkContent, LLC
Email: [email protected]
DISCLAIMER:
Longwave Advisor, LLC ("Longwave") is an SEC-registered investment adviser located in New York. Longwave may only transact business in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about the registration status of Longwave, please view the SEC Commission's website at www.adviserinfo.sec.gov. A copy of Longwave's current written disclosure statement discussing Longwave's business operations, services and fees is available from Longwave upon written request.
Investing involves the risk of loss, principal loss is possible. Past performance does not guarantee future results. All data provided by Longwave Advisor including any reference to specific securities or sectors is provided for informational purposes and should not be construed as investment advice. It does not constitute an offer, solicitation or recommendation to purchase any security.
Photo - http://photos.prnewswire.com/prnh/20160621/382109
Logo - http://photos.prnewswire.com/prnh/20160621/382108LOGO
SOURCE Longwave Advisor
Related Links
http://www.longwaveadvisor.com
Share this article