Phillip SMART Portfolio
A Smarter Way to Invest
Phillip SMART Portfolio “SMART” is an investment service that matches a best-fit portfolio based on your online risk analysis. Let us help you take control of your investments and grow your wealth.
Low starting investment amount of $300
No upfront fee, no brokerage fee, no performance fee, and no platform fee
Low management fee
Managed by professional portfolio managers
Fast and simple online account opening
Online access to your portfolio holdings