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Advice and Education The Black Wealth Network is committed to empowering African American investors by providing guidance and financial education. As a Black Wealth Network member, you will have access to a number of resources to assist you in your quest to build wealth and make informed investment decisions: Online Tools, Guidance, and Educational Material Online tools to assist you in defining your investment goals and profile Assistance in determining suitable investments tailored to your needs Access to professional advisors by phone, email, and fax Monthly newsletters geared to the unique needs of the Black Investor A Learning Center with enlightening articles on investing and personal finance Local seminars on building wealth and investing Professional Investment Management Chances are you don't have the time or the background to be your own financial expert, so why not leverage the expertise of our professional Money Managers? With their guidance, we have designed a simple five-step process that brings you world class investing expertise on an individualized and affordable basis: 1. Answer a few questions in the Assessment Wizard to determine your investor profile and goals. 2. Review the resulting recommendations related to Account Type and Investments. 3. Make an initial contribution into your investment 4. Use our Automatic Trades capability to make additional investments on a regular basis. 5. Let our Money Managers actively manage your account, including quarterly rebalancing and reallocations as needed. You will benefit from personalized investment services, tailored specifically to your financial goals. Our Money Managers will actively manage your mutual fund investments, pursuing a sound investment strategy designed to maximize returns while managing risk. Please note, however, that these benefits are only available to you if you invest in our Managed Advisory Allocations, not individual mutual funds. Please click here for more information about these African American allocations.
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