Our goal is to provide simple and accessible digital investment solutions to our clients.

Assante Connect is an online investing platform that pairs seasoned portfolio managers with digital advice services.

Easy investing with a personal touch

Father and daughter on an tablet device

Getting started is easy!

  1. Tell us about your investing goals

    Complete a series of questions to determine your risk level.

  2. Review your recommended portfolio

    Based on your answers, we will propose the investment strategy best suited for you.

  3. Open your account

    Once you are satisfied with our recommendation, you can open and fund your account.

  4. Check your investments

    After your account is funded, we start investing for you. Portfolios are monitored daily and rebalanced when needed.

Your information is private, we keep it that way.

We are committed to ensuring that your personal and financial information is kept confidential and secure. To understand how we use your information and who may have access to it, please refer to our Privacy Policy.