Alerts & Guidance
Optional notifications, rebalancing tips, and access to 1-on-1 advisory support.
2025
Extras
1 min
What It Is
This section is your safety net and compass. We monitor key triggers in your portfolio — like drift, volatility spikes, or key rebalancing windows — and send helpful nudges when action might be needed.
You stay in control. We just help you stay on course.
What’s Included
Rebalancing Alerts: Know when your portfolio drifts too far from its target.
Risk or Theme Shifts: Get notified when there’s a material change in exposure.
Market Context: Occasional updates explaining strategy performance during market moves.
1-on-1 Support: Ask us questions. Get feedback. Schedule reviews.
Ongoing Guidance: Optional check-ins if your goals or timeline shift.
Why It Matters
Most people don’t fail because they picked the wrong strategy — they drift from it. These alerts help you stay consistent, disciplined, and aware of when it’s worth revisiting your plan.
You're not flying blind. You’re flying guided.
