Ongoing Investment Advisory

For those looking for financial advice from a professional advisor, Paceline provides ongoing Investment Advisory services, which include management of your investments as well as financial planning. In this model, fees are charged as a flat percentage of assets under management, so that Paceline’s interests are aligned with yours.

Investment Advisory services include:

  • Direct Management of Your Investments – Paceline will directly manage all eligible accounts from our investment platform, so that your money is monitored on a continuous basis. Paceline’s investment platform has more than 14,000 investment vehicles, including lower-cost institutional funds that are not otherwise available to individuals.

  • Advising for Current Employer Accounts – Paceline can still provide the same level of investment advisory for your 401(k) account with your current employer even if it must remain on its existing platform due to automatic payroll deductions. We’ll provide ongoing guidance about exactly how to allocate your portfolio across the investment options available in your employer plan.

  • Financial Planning - Managing your investments is only one side of the equation. Equally as important is identifying your financials goals and how to achieve them. We’ll help you plan financially for major life events, employment and compensation changes, paying for education, retirement, and more.

  • Face-to-face Relationship with a Professional Investor – You’ll work one-on-one with a professional financial advisor who is there to help you achieve your financial goals. At Paceline, we have scheduled meetings twice per year with each client to discuss results, and we are always open to meeting or talking at other times if you have questions or if something changes.

  • Tailored Service - At Paceline, we will meet in person to identify what matters most to you, and implement a plan tailored to your individual/household needs. We understand that identifying what truly matters most to you, and defining how to get there, isn’t about cookie-cutter service and force-fit solutions.

  • Integrated Approach – We believe that an integrated approach is the most effective way of achieving your objectives, so we’re happy to engage directly with any other professionals (tax, accounting, legal) you routinely work with. And if you need recommendations for any such functions, we’re able to make introductions as well.

  • 24/7 Account Access - You will have 24/7 access to account information through the NetXInvestor client portal, and accompanying phone app which you can also use to make mobile check deposits to your accounts. You’ll also have access to your Paceline Client Site, where you can log in at any time to view your financial plan, or retrieve reports analyzing various aspects of your financial life.

If you’re interested in learning more about Paceline’s Investment Advisory services, contact us today.

We also offer a complimentary portfolio review to help you get a better understanding of whether your current investment strategy is aligned with your financial goals.