Registered Investment Advisor specializing in Model Portfolios

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Open an Account

First we are going to get some basic investing information from you. There are a few ways we can get this information. If you would like to learn more about our investing process please click here .

  1. Our Risk Assessment Survey — It’s a set of four simple questions to help you decide which portfolio is right for you based upon your current investment goals. After you have finished the survey, it gives a brief overview of our portfolios that fit your investment goals and lets you select one. Once you have selected a portfolio, click on the Open Account button and fill out the information. One of our team members will contact you shortly to review your investment goals and assist you in finalizing your portfolio selection and opening an account with AssetBuilder.

    If you get to the end of the survey and are not sure which portfolio is right for you, don’t worry. Go ahead and click the Open Account button and fill out the information. When you get to the Account Information page, leave the Portfolio section blank. Once you submit the form one of our team members will contact you shortly and review your investment goals and assist you in selecting a portfolio.
  2. Online Sign Up — If you don't want to email or call, you can leave your information with us through our secure online web form. Your information is recorded securely and one of our team members will contact you by your preferred method within a couple of days after you submit the form.
  3. Give Us a Call — If you feel uncomfortable filling out the online form, you can always call us at 972-535-4040 between the hours of 9-5 (CST) Monday-Friday. One of our team members will be more than happy to assist you in your portfolio selection along with answering any question you might have.
  4. Send us an Email — Feel free to contact us by email. Tell us any question you might have and one of our team members will contact you shortly.

If you are ready click here and let’s start opening your account