facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Inform Your Portfolio

Automated advising recommendations paired with personalized guidance from coreVISION advisors support your investment goals.

Automate Your Investments

Daily portfolio monitoring and adjustments as needed increase the diversification of your portfolio and help balance taxes.

Connect Your Assets

Integrations allow you to centralize your accounts in one view for a comprehensive overview of your financial status at any time.

Build your portfolio online today in minutes, or call us at (317) 398-8200 to learn more. 

Choose your advisor to get started.

Beau Browning

Andrea Lee
Jason Pike

Brett Rice

Brent Thoman

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are nonaffiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy ensures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice.

LPL Financial does not provide tax advice.  Clients should consult with their personal tax advisors regarding the tax consequences of investing.