Broker Check

Institutional Intelligent Portfolios

T.M. Wealth Management strives to provide it's clients with sophisticated investing strategies.  It is challenging to do with small accounts.  Now with our partnership with Charles Schwab we now offer Institutional Intelligent Portfolios.  Leveraging leading edge technology we can assist smaller investors in choosing the right portfolio, monitor it, and automatically re-balance. 

IMPORTANT NOTICE: You are now leaving the website of T.M. Wealth Management (“Advisor”) and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Advisor’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.