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CoPiloted launches Managed Accounts
CoPiloted (www.copiloted.com) will now manage 401(k) and IRA accounts for $10 a month, regardless of account size
“We’re very excited to launch our retirement account management service.” stated Jeremy De Bonet, CoPiloted’s CEO. “Today’s investors often put off dealing with their retirement accounts, and rarely make the necessary adjustments to ensure safe and steady returns. CoPiloted’s fully managed service does it all for you, at a cost that all investors can afford.”
For $10 per month, CoPiloted builds a personalized investment plan by customizing proven investment strategies against a user’s specific investment profile, risk tolerance, and retirement plan rules. Then, CoPiloted monitors those investments and automatically makes the required transactions in a client’s existing account.
“An investment plan, no matter how good, only works when you stick to it. CoPiloted’s Managed Accounts service means that an investor’s plan is followed both precisely and regularly” says De Bonet.
CoPiloted will continue to offer free Advised Account services for a limited time. “Our Advised Account service provides the DIY investor access to our investment approach, but puts the responsibility of making account adjustments on the user. We’ve created the managed service to alleviate our clients from that burden.”
CoPiloted, located in Boston and Seattle, launched in August of this year. Its mission is to make elite and personalized investment management accessible to everyone, regardless of account size.
Learn more at www.copiloted.com