Embark
A cost-effective, investment-focused solution designed for clients who are in the early stages of building their wealth.
Embark is designed for clients that are building their investment assets but are not yet at the stage of life that requires a deep focus on financial planning, or those that simply want an investment solution and are comfortable doing their own planning. This is a client-driven, online solution that has the following features:
- Client-driven basic financial planning
- Portfolio recommendations
- Auto-rebalance
- Tax-loss harvesting
We believe the Embark solution is a great stepping stone as you build your wealth and when the time is right, we transition these clients to our flagship YellowWood One solution. Until the time we feel our clients will receive enough value from YellowWood One, Embark is a cost-effective way to get access to an professional investment solution and not overpay.
