Automatic & Systematic Investing
Available to Zen Advisory Program clients
Automatic investing means clients set up recurring contributions, and we ensure those contributions are invested on a regular schedule. This approach simplifies the process—clients focus on saving, and we focus on investing and portfolio management. It works for retirement accounts, brokerage accounts, and accounts for children or family members, where appropriate.
We help clients decide how much to contribute, starting at any level, and set up systematic investment schedules that run as part of a routine, repeatable process. No contribution amount is too large or too small. The goal is consistency over time, not trying to time the market. As discretionary advisors, we decide how contributions are invested, allocate funds based on portfolio needs and market conditions, and focus on maintaining balance across portfolios.
We revisit automatic investing strategies periodically with clients, adjust as their financial situations change, and keep the strategy aligned with goals over time. This service is provided as part of our ongoing advisory relationship and is designed for clients who value discipline, simplicity, and a hands-off approach to investing.
