‘Demand Legacy’ (Inheritance) Portfolio
A portfolio that transitions with you
Have you asked yourself the question, “What should I do with my inheritance?” We’ll help you make smart money decisions as you process the loss of a loved one.Get StartedLearn MoreFree Video Chat With an Advisor
One Stress-Free Portfolio
Investing inheritance wealth responsibly is important for your long-term financial health. We’ll walk you through every step of the inheritance process and ensure that you make good decisions for your financial future. We’ll help you figure out which stage is best for you and automatically update it as you move through the inheritance process.
STAGE 1: THE LEGACY STAGE 0% Stocks, 100% Bonds
Designed for those who just received an inheritance, this low-risk model allows you to set your money aside and focus on family affairs.
STAGE 2: THE PATIENCE STAGE 10% Stocks, 90% Bonds
Designed for those who have received their inheritance within the last several months, this model provides slightly more market exposure as you begin to think about next steps.
STAGE 3: THE HORIZON STAGE 30% Stocks, 70% Bonds
Designed for those who have received an inheritance within the last year, this model provides even more market exposure. After six months in this portfolio, an advisor will contact you to help you think through how to position your portfolio to match your future goals.
…With Uncompromised Features
You may have questions: “What is an inherited IRA?”, “What is inheritance tax?”, Our team is here to provide you with investment answers. Whether it’s investing inheritance for retirement, generating an extra source of income, or to make that big dream purchase we’ll help you maximize the benefits of your newly acquired wealth.
STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH1
Investing in a fully diversified portfolio of low-cost ETFs helps you reduce fees and maximize returns.
Our tax efficient strategies help minimize the taxes you pay so you can keep more of your money.
Instead of robo rebalancing which can limit performance opportunities through its rigid, pre-defined structure, we rebalance your portfolio when it makes sense to ensure that you’re buying low and selling high.
*Portfolio allocation based on risk tolerance and is subject to change. Due to the nature of our Inheritance portfolios, there are no Aggressive options. If you would like to discuss additional investment options, please contact one of our financial professionals.
Read our full whitepaper and check out our Inheritance blog articles below
A Guide to Your Inheritance
Before you begin to invest or spend an inheritance, it’s essential to know what type...
Understanding Inheritance: Trust The Process
Inheriting money from a family member can be a blessing or a burden. How tempting...
‘Demand Inheritance’ Portfolio Stages
The Legacy Stage (0-6 months): 100% Bonds- The Legacy Stage is a low-risk model...
Do I Need a Trust? Trust Me, Your Parents Don’t…
Top Reasons People Tell You to Get a Trust 1. To avoid probate. Oh no…...
What Happens to My IRA When I Die? – What Parents Should Know
When a parent dies there are many things to manage, and taking care of the...
Why Demand Wealth?
Uncover important inheritance tax considerations.Understand the special restrictions or requirements involved with some inherited assets.Discover the role of an executor and the various responsibilities, including managing the affairs and settling the estate.Learn about your choices for inherited IRA’s.Develop a plan to protect and sustain your loved one’s legacy long after he or she has passed.Get Started
What is an inherited IRA? What records do I need to gather and review? What are the legal and tax issues associated with settling an estate? Will my inheritance go through probate? Will I pay taxes on my inheritance? Are there any special restrictions or requirements after I receive inherited assets?Ask a Specialist…
Ask a Specialist
1. Our core investment strategy is based on the Nobel Prize-Winning Portfolio Theory.