Direct Investing Process
Investing with HHWM Direct is a four-step process that uses technology to help us better understand you so our advisors can select the right investment options from our customized portfolios to help you work toward your goals.
How it works
2. Portfolio recommendation. Now that our advisors know more about who you are and what you want to do financially, we will be able to recommend a portfolio for you and a great investment strategy to start with. Here is an example of what our portfolios look like from conservative to more aggressive.
4. Contact us. Need help with something? Just because you’ve set up your account and your money’s been managed doesn’t mean the process stops there. Our advisors are always available if you need help.
Ready to get started?
It’s easy to create your account and take control of your financial future. To create your account, you will need to enter this advisor program key when prompted: WJCJ