A simple low-cost solution

The Intelligent Portfolios program is an automated online investment management platform. With Intelligent portfolios, you get low-cost investment management, a robust online portal for managing your account, and access to our team of experienced advisors whenever you need it.

Watch our video on how the SIP program works.

Video Source: Charles Schwab

Why SIP?

Automated investing with human help when you need it.

  • Personal Assistance

    Get help from our team of experienced professionals when you need it.

  • Leading Technology

    SIP builds, monitors, and rebalances a diversified portfolio based on your goals.

  • Low Cost

    This low-cost investment platform allows you to get started with as little as $5,000.

Access Institutional Intelligent Portfolios®

Getting Started

  • 1

    Enroll Online

    To get started, go to institutionalintelligent.schwab.com or download the mobile app by visiting the app store and searching for “Institutional Intelligent Portfolios.”

  • 2

    Enter Our Program Key

    Select the “Get Started” button and read the important information on-screen. Enter the Advisor Program Key: BVDF.

  • 3

    Complete your investor profile

    You will need to answer a few straightforward questions to gather important information such as your risk tolerance and time horizon.

  • 4

    Review your Recommended Portfolio

    Based on your answers, you will see your recommended portfolio. You will have the opportunity to make slight adjustments according to the amount of risk you want to take on. Once you confirm your selection, our firm will be notified and can make any final adjustments as appropriate.

  • 5

    Open Your Account

    Create your username and password to access your account. Fund your account via rollover or ACH contributions.

These materials have been independently produced by Gordon Asset Management, LLC. Gordon Asset Management, LLC is independent of, and has no affiliation with, Schwab Performance Technologies® (“SPT”), Charles Schwab & Co., Inc. (“CS&Co”), or any of their affiliates (together, “Schwab”). Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials, nor has Schwab independently verified any of the information in them. Institutional Intelligent Portfolios® is an automated investment management service for independent advisors and available exclusively through independent investment advisory firms like Gordon Asset Management, LLC. Gordon Asset Management, LLC, not Schwab, is responsible for advising you on its program, including recommending and selecting a portfolio appropriate for you and managing your portfolio on a discretionary basis. Your portfolio will be held in a brokerage account at CS&Co. “Institutional Intelligent Portfolios” is a trademark of Charles Schwab & Co., Inc.

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