Get a personalized portfolio recommendation designed to meet your unique investment goals with Portfolio Planner.
Building a personalized portfolio doesn't have to be complicated. In about 10 minutes, you will receive a recommendation for a professionally built portfolio solution designed to meet your goals, budget, time horizon and risk tolerance. Our portfolio solutions are diversified1 across a mix of investment types and are actively managed by our investment professionals, so you can invest with confidence.
Step 1: Create your investor profile.
Answer a few questions about your financial background, investment experience and goals.
Step 2: Receive your personalized portfolio recommendation.
We'll recommend one of our portfolio solutions to help you achieve your goals.
Step 3: Start investing.
Sign in to your account or open an investment account to put your plan into action.
Our Portfolio Planner will recommend a portfolio solution that matches your investor profile, simplifies your investment strategy, aims to eliminate the need for constant monitoring and offers other attributes such as:
Every investor, regardless of investment size, is equally important to us and we’re here to guide you every step of the way. Call us today to talk with a live U.S.-based investment specialist and get investment guidance without the wait and at no additional cost you.
Contact the Relationship Managers in your region to learn more about Victory Capital.
Our Institutional Relationship Managers welcome your inquiries!
1Diversification does not guarantee a profit or protect against a loss.
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