Strategies managed by Windsor Capital Management, LLC. Assets and accounts held at TD Ameritrade Institutional. Past performance is not indicative of future results. Asset allocation and diversification does not guarantee a profit. Windsor Capital Management, LLC and TD Ameritrade are not affiliated and TD Ameritrade does not manage or endorse the Plan Forward Portfolios.

© 2019 Plan Forward Portfolios

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You know you should be investing, we know it should be simple.

Take the guesswork out of investing. Start today with as little as $1,000.

Save Money

Enjoy our low 0.25% management fee on the money you invest with us. We charge less so you save more.

Save Time

We actively manage and rebalance your accounts so you don't have to.

Invest Better

Our professional team uses investment strategies that maximize your potential based on your risk tolerance.

Sophisticated investing powered by professional advisors.

We build and manage your custom diversified online investment portfolio.

1. We get to know you.

We guide you through several simple questions that are quick, effortless, and require no formal sign up.

2. We Create your personalized portfolio.

We assess the answers to your questions and take into consideration your risk tolerance and goals to create a balanced portfolio specific to your needs.

3. We invest your money for you.

We allocate your funds into a broadly diversified portfolio comprised mainly of ETFs. Each ETF is carefully chosen by our investment advisory committee.

4. We monitor and rebalance your portfolio.

Your portfolio is continuously monitored and is rebalanced when appropriate. Rebalancing is crucial to keep your portfolio in line with you risk tolerance.

Plan Forward Portfolios Account Types

Explore our account options based on your overall investing goals.

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