Automated Investment Platform

The Quicker Easier Way to Start Investing

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Find out more about QuickVest

How does the ambitious novice investor get started?

 

Start Here

TAKE THE WORK OUT OF INVESTING

QuickVest is Ward Aguilar Financial's automated portfolio solution for investors with assets between $5,000 and $500,000.

 

Step 3

 

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

Step 1

 

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

 

Step 2

 

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

IT'S EASY!

What is QuickVest?

An Online Investment Service Backed by Real Advisers

LOW FEES

Transparent and Simple Fees.

Low minimum opening balance of $5,000.

  •  

    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.

SET YOUR OWN GOALS

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.

EASY TO USE

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.

PORTFOLIO SELECTION

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.

MOBILE

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.

MANAGED BY REAL ADVISORS

Computers are great, but it's still nice knowing there is an actual human behind the machine.

  •  

    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.

GET IN TOUCH WITH US

WANT TO FIND OUT MORE INFORMATION?

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Schedule a Virtual Meeting to:

 

  • Get assistance signing up for QuickVest
  • Free Financial Consultation
  • Interested in more services? Learn more about full service wealth advisors.

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Phone number to get a hold of QuickVest

(949) 645-6544

QuickVest

Ward Aguilar Financial, Inc.

1101 Dove Street

Suite 100

Newport Beach, CA 92660

Use of this website implies acceptance of Terms of Use and Privacy Policy.

Full Disclosure

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