There's more than one way to achieve your financial goals. The Consolisas Investment Services (CIS) isn't a one-size-fits-all because everyone has unique financial goals. Whether you're working towards retirement, saving for college or a house, or looking to invest in the market on your own, we have investing options that meet your needs on your terms.
Elevate your digital experience with powerful yet easy-to-use trading platforms. Group of platforms includes: monitor with Streetsmart Edge screen, watch screen with stock updates, phone screen with portfolio overview and laptop screen with portfolio overview.
Streamlined investing and trading Get robust tools and research at your fingertips on consolisas.com. Stay on top of the markets and your accounts wherever you go with The Consolisas Investment Services (CIS) Mobile apps. Advanced trading platform Experience the innovative design of our customizable advanced trading platform. View our trading demo. Active traders Trade smarter with platforms, education, and support created exclusively for active traders. Get automated investing and professional guidance. Our innovative technology builds and manages your portfolio based on your goals, so you don't have to. It’s investing made easy.
Our robo-advisor builds a diversified portfolio of ETFs that are handpicked by our team of investment professionals. Your investments are monitored daily and automatically rebalanced to stay on track. Option to select our Premium service with unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ professional. Leverage our expertise to get a tailored portfolio. Get a portfolio of low-cost ETFs chosen by our experts. They use their professional insight to pare down more than 1,800 ETFs to the 51 that will be considered for the portfolios. Portfolios comprise 20+ asset classes to help manage risk and returns. The Consolisas Investment Services (CIS) experts monitor ETFs to ensure they remain appropriate for the portfolio’s strategy. Man Headset Thumbnail Talk to real people 24/7/365. U.S.-based, registered representatives are available around the clock, 365 days a year to help you. Call, or chat with us online anytime. SIP Chart Thumbnail Open your account in minutes. Answer several sets of questions online, fund your account and we’ll take it from there, using our smart technology to recommend an expert-designed portfolio tailored for you—in as little as 15 minutes. Proactive account monitoring and rebalancing We monitor portfolios daily and automatically rebalance them as needed to keep them diversified and on track. Up and down arrows indicating taxes offset by investment gains Automatic tax-loss harvesting Our automatic tax-loss harvesting can help you offset the taxes on investment gains.1 Market Trends Up-to-date market trends We keep you up-to-date on current market trends and other planning topics, such as taxes and estate planning. What is a CERTIFIED FINANCIAL PLANNER™ professional? A CFP® professional has completed the CFP Board’s rigorous certification requirements and understands how to bring all the pieces of your financial life together. How does this work? Use our online planning tool to create your no-obligation plan. Then meet with a CFP® professional to fine-tune your plan and then select your portfolio(s). If you decide to go ahead, you’ll get an automated portfolio of ETFs and unlimited 1:1 advice from a financial planner to help evolve your plan. What is the advisory fee? Pay a one-time planning fee of $300, and just a $30/month advisory fee after that. Get started with a $25,000 minimum. Your Financial Consultant can help you choose the right level of advice and service based on your goals, and connect you to specialists when you have more complex planning and financial needs, such as trust, estate, and fixed income.2
