The Solution Autopilot Aims to Provide
“What am I supposed to be doing with my investments?”
If you've ever stared at your brokerage app wondering whether you should be buying, selling, or just leaving everything be, you're not alone. It's one of the most common questions we hear, not from people who don't care about their money, but from people who care a lot and simply don't have the time, tools, or training to manage it with confidence. Between conflicting headlines, endless "hot stock" chatter, and the sheer number of choices out there, it's easy to end up doing nothing at all, which of course is its own kind of risk. Despite that investment uncertainty, maybe you’re not ready for the personalized advice that a financialadvisor provides on your wholistic financial picture.
That’s the gap that Autopilot is built to close. Autopilot’s app gives you access to professionally constructed, actively managed portfolios that align with your goals and risk tolerance. You simply link your brokerage account to the app and when you find a portfolio, or multiple, that fits your investment goals, your portfolio is automatically allocated, and for a monthly or yearly fee can be automatically updated each time the portfolio updates.
This isn't about handing your decisions to a black box either. You choose the portfolio strategy that fits where you are — for example in our offerings: Full Throttle for aggressive market investors, Glide Path for more moderately conservative investors, and even funds like Quantum Xtreme and Xtreme Humanoid for thematically-focused investors — and Autopilot handles the rebalancing and implementation from there, while the fund’s portfolio manager continues to monitor markets and adjust positioning as conditions change.
Of course, no investment approach — automated or otherwise — can promise specific returns, and all investing carries risk, including the potential loss of principal. Autopilot isn't personalized financial advice tailored to your complete financial picture; if your situation is more complex, our advisory team is always here to talk through what makes sense for you. And of course, there’s always room for managing your own investments, but if you've been asking yourself, "what am I even supposed to be doing right now," Autopilot is a straightforward solution to start putting a real strategy behind your money instead of leaving it to guesswork.
This post is for general informational purposes only and does not constitute investment, tax, or legal advice. Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Full disclosures available at the bottom of the page.
If Autopilot sounds like it could be a fit for your situation, check out our portfolios below!
