The Quicker Easier Way to Start Investing
Find out more about QuickVest
The more merrier! Set your own deadlines and risk tolerance. QuickVest will give you a grade and let you know how likely you are to meet your goals.
Our banking platform easily lets you deposit or withdraw money whenever you'd like. All done electronically and paperless.
Technology is changing financial services. QuickVest’s client-focused online platform delivers investment advisory services through an intuitive and simple user experience not available at big banks or wirehouses. Log in or sign up above to get started.
Have you recently changed employment? Want to have more control over your old 401k? We have the solution for you. Roll your 401k over to an IRA with QuickVest.
Once you have control of your IRA in QuickVest, we'll help you select the right portfolio of approximately 10 stock or bond funds. We'll also give you a forecast so you can tell if you are on track to meet your retirement goals. You can elect to do a recurring deposit to grow your savings. You can also make withdraws as necessary, but please feel free to email firstname.lastname@example.org in order to check on tax penalties or regulations for your current situation.
Once you've e-signed the docs we'll initiate the trades to fund your TDAmeritrade account. This could take 4-6 business days. If we could speed up the process, we would. But once it's funded, you just need to sit back and let QuickVest do the work.
Time for you: 0 minutes
Sign up online and create your personalized plan. Then you'll need to enter your banking information in order to fund your new account.
Time for you: 15-30 minutes
Even though our algorithms will be managing your money 24/7, it will be housed at WAFinancial's custodian TDAmeritrade. So we'll open the accounts and send you an email in 1-2 days for e-signatures.
Time for you: 15 minutes
QuickVest clients pay a flat percentage
(½% of total assets)
for investment management. We
select investments that minimize other
brokerage fees and internal fund
expenses, and we do not receive any
compensation from these funds. We
have your best interests in mind.
Retirement, home purchase, inheritance prep, or just saving for a rainy day; you can create an account for anything you want to save for.
QuickVest's intelligent algorithms
analyze your portfolio and let you
know if you are on track to
meet the goals you have set. This
means no fluff or speculation;
you have the control.
Straight forward, user friendly interface can be used by anyone.
We've made QuickVest very user
friendly. You don't need to know
any complicated computer systems
nor do you have to study the stock
market. Let us do that for you,
with modern day technology.
A brief risk survey with easy to understand questions helps QuickVest choose the right portfolio for you.
QuickVest asks you eight simple
questions to determine your risk
tolerance level. This helps our
algorithms to align your goals
with your investments.
Access your accounts whenever you want; wherever you want
QuickVest is available on all your
devices. You can login from
anywhere to manage your accounts.
QuickVest also provides digital reports
and statements for your convenience
and paper waste reduction.
Computers are great, but it's still nice knowing there is an actual human behind the machine.
Ward Aguilar Financial, Inc. is the
brain behind QuickVest. This
prestigious, boutique Wealth
Management firm monitors the
investment portfolios and will
be there with you for any additionalfinancial matters you may have.
Schedule a Virtual Meeting to:
Ward Aguilar Financial, Inc.
1101 Dove Street
Newport Beach, CA 92660
Investment Advisory provided through Partnervest Advisory Services, LLC.
Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value.
Not an offer, solicitation of an offer, or advice to buy or sell securities in
jurisdictions where your Adviser or Envestnet is not registered.
All accounts are held at TD Ameritrade Institutional
© 2015 Ward Aguilar Financial, Inc./Quickvest