Designed for
individual investors
with a single 401(k),
403(b), IRA or
personal investment
account.
The Harmoney Advisor Series is a unique online investment advisory service
from L.A. Burton & Associates, registered investment advisors. With the Harmoney
Advisor, any investor can successfully manage his or her own investments. Expert
advice and guidance is delivered directly to you in a format that is easy to use
and understand.
Choose the subscription level
below that fits your needs.
Designed for individual
investors with one or
more investment
accounts. The
Portfolio Advisor will monitor and
manage up to five different
accounts and provide a
"Combined Portfolio" view. It also
includes our recommended mutual funds and
model portfolios.
investors with one or
more investment
accounts. The
Portfolio Advisor will monitor and
manage up to five different
accounts and provide a
"Combined Portfolio" view. It also
includes our recommended mutual funds and
model portfolios.
Designed for employer
sponsored defined contribution
plans. Make Harmoney
Retirement Advisor available to
your participants through one of
our flexible plan options. A cost
effective means of enhancing
your plan while
reducing your
fiduciary risk.
sponsored defined contribution
plans. Make Harmoney
Retirement Advisor available to
your participants through one of
our flexible plan options. A cost
effective means of enhancing
your plan while
reducing your
fiduciary risk.
100% Satisfaction Guarantee
If you are not completely satisfied with our service within the first 30 days of your subscription, we will refund your subscription fee.
No questions asked!
