Investing with a professional advisor…
- A personal, professional relationship built on trust and true understanding of your situation and goals.
- On-demand service and advice for any questions or concerns
- Reliable and consistent reporting to understand exactly where you are at financially.
Meet with an advisor if you want a personal wealth manager to help guide all your investment decisions
Automated investing with a robo-advisor…
- Advanced intelligence and risk-tolerance algorithms to learn your situation and goals.
- On-demand control of all your finances and assets. Service and support if you want it.
- Low-cost and minimal fees to start investing without meeting humans.
Use automated investing if you prefer to manage investments and decisions on your own.
Learn more info about how to utilize our automated investing and “Robo-Advisor” below.
- Investors who want to maximize growth potential, and are more comfortable taking risk to do so, should look at our Global Growth and U.S. Growth indices.
- Investors looking for a more moderate risk portfolio should look at the objectives of our Balanced Income index.
- Our Income index is designed for more conservative investors looking for stable returns.
All models utilize dynamic hedging techniques with the goal of minimizing risk and volatility.
Ready to Start Investing In Your Future?
Bauer Wealth creates a personalized investment plan using ceative algorithms designed to work with the market. Our goal is to benefit from changes in the market by using low risk/high yeild investing with the buffer of added hedges to your portfolio.
Fill Out Your Risk Questionnaire:
At Bauer Wealth, we don’t try to fit you into a box. Risk management is an essential component of investing, and not everyone can take on the same level of risk. This questionnaire helps inform us of your needs and desires so we can best serve you.
Open a New Account:
Account opening is easy and automated. Simply fill in your information and you will receive an account number right away!
Fund Your Account:
Funding your portfolio is simple through this platform. You can always log back on and contribute according to your financial goals and adapt your plan as your needs change.
Apex is our investment custodian and where your money is safely held. We partner with Apex for a variety of reasons such as increasing the security of your investments and SIPC and FDIC insurance. We also believe that outsourcing custodial services better allows us to focus on investment management and asset allocation. You will always be able to log into your account from our website. Once this is completed, you will be a Bauer Wealth Management client. If you have any problems or questions, please contact us through our website or call (719) 575-9000.
Apex Clearing is a custody and clearing engine that’s powering the future of digital wealth management. As a clearing firm, Apex delivers speed, efficiency and flexibility to firms ranging from innovative start-ups to blue-chip brands that choose to grow with them.
Apex’s fully-integrated, customized solutions allow registered investment advisors (RIAs), digital advisors, fintech firms, broker dealers and full-service firms to provide the seamless digital experiences consumers expect and to reach more investors and serve them profitably. Founded in 2012 and based in Dallas – with offices in New York City, Chicago and Portland, Oregon – Apex Clearing Corporation is registered with the SEC, a member of FINRA, and a participant in SIPC. For more information, visit www.apexclearing.com.
Get In Touch
For common inquiries please review our FAQ page.
We can also be reach by telephone at (719) 575-9000 or use the contact form below to reach out to a Bauer Wealth associate by email.