Its free and personalized wealth management offerings include:
– Real-time financial dashboard to track money at all banks and brokers
– Transaction monitoring, daily alert emails, and military-grade security
– Investment checkup
– Financial analysis and objective advice, based on users’ total financial picture
– Dedicated financial professional to advise, plan and monitor users’ money
– Personalized portfolio with global multi-asset-class allocation to control risk
– Continuous rebalancing and tax optimization
– Cash management services for high-yield government-guaranteed cash deposits.
Led by CEO Bill Harris, CSO Rob Foregger, Jay Shah, and Jim Del Favero, Personal Capital is an independent Registered Investment Advisor (RIA). It is hiring (http://www.linkedin.com/company/personal-capital/careers).