4 Ways to Manage Your Investments (And How to Choose the Right One)

Are you managing your investments the right way?

In this video, we break down the four main investment management options—from self-managing to robo-advisors, big firms, and independent advisors—so you can make an informed decision based on your financial goals, complexity, and preferences.

Whether you're using a platform like Fidelity, Wealthfront, or working with an advisor, we’ll walk you through the pros, cons, and best-fit scenarios for each strategy.

This video is hosted by Erin and Maximilian of Truly Aligned Wealth, a fiduciary financial planning firm serving high-income professionals with customized, values-driven strategies.
Next Steps

Take the Wealth Archetype Quiz to find your aligned financial style → www.TrulyAlignedInc.com/YourWealthArchetype

Find more resources at → www.TrulyAlignedInc.com

Let us know in the comments: How are you currently managing your investments, and are you considering a new approach?