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PORTFOLIO BUILDER

Get the Investment Techniques, Tools and Blueprint, Required to Build Your Dreams

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The Portfolio Builder Investment Program focuses on creating an Investment Portfolio to accomplish your goals, which we identify through the Financial Planning Process. Clients will actively build and grow an investment portfolio which is a collection of assets such as stocks, bonds, cash and more. We guide our clients returns by mixing these securities in a way that reflects their risk tolerance and financial goals.

Through this program you will learn the steps investors can take to Lower Risk, Diversify, and add Flexibility in their investing. Learn to Improve your finances and get smart about stock market investing. Understand how to Decide On a Clear Objective for Your Investment Portfolio. You will learn the most important factors in building wealth and increasing your portfolio value.

Portfolio Investments are passive investments, as they do not entail active management or control of the issuing company. We build customized diversified portfolios for our clients and use investment technology to invest economically and more efficiently. As participants learn through action we will design, implement, and monitor your investment portfolio to ensure that your goals remain in focus.

Participants receive:

Investment Advisory & Consultation

Monthly Group Coaching Calls

Financial Calculators

  • Focusing on one aspect of your current financial situation
  • Provide a single, linear calculation
  • Generate and deliver to client a short, easy to understand report

Forecaster Assessment

  • Identify your current financial situation
  • Illustrate what is needed to meet retirement, education, and major purchase goals
  • Assess existing life and disability insurance coverage
  • Analyze any additional life insurance needs
  • Deliver to Client a customized Forecaster client report

Asset Allocation Assessment

  • Establish your risk tolerance and determine an appropriate investor profile
  • Create an investment portfolio that is appropriate to the investor profile
  • Compare the expected rate of return and standard deviation for current and suggested asset mixes
  • Deliver to Client an Asset Allocation client report

Online Investment Account

Our Portfolio Builder Investment Program includes any number of Investment Accounts required to implement the clients Financial Plan. Our platform provides full-service brokerage, custody, trading, performance reporting, tax management, and compliance services. Our Online Investment Accounts include features such as:

  • Investment Automation
  • Fractional Shares & Dollar Based Investing
  • Commission Free Portfolio Trades
  • No Investment Minimums
  • Specialized Diversified Investment Portfolios
  • Auto Rebalancing
  • Tax Loss Harvesting
  • Fiduciary Responsibility
24/7 Account Access
  • View Holdings
  • Performance
  • Activity
  • Balances
  • Statements

Personal Accounts

  • Individual
  • Joint – Rights of Survivorship
  • Joint – Tenants in Common
  • Joint – Community Property
  • Joint – Tenants by Entirety
  • Custodial (UGMA/UTMA)
  • Revocable Trust

Retirement Accounts

  • Rollover IRA
  • Traditional IRA
  • Roth IRA
  • SIMPLE IRA
  • SEP IRA
  • Beneficiary IRA

Business Accounts

  • Corporation-Type S
  • Corporation-Type C
  • General Partnership
  • Limited Partnership
  • Limited Liability Company – Type S
  • Limited Liability Company – Type C
  • Limited Liability Company – Partnership
  • Sole Proprietorship
  • Investment Club / Group


Your Instructor


Troy D. White
Troy D. White

Troy White has a Master’s Degree in Financial Analysis & Investment Management, a Bachelor of Science Degree in Business Management and a U.C. Berkeley Professional Certificate in Personal Financial Planning. He is also a Certified Treasury Professional with extensive experience and knowledge in educating customers on Investments, Securities Settlement Issues, Mortgage Warehouse Lines, Mortgage Backed Securitizaties, DTC, FED delivery, P&I Payments, Corporate Actions and other operations specific issues. He has held Series 7, 63, 65, Life & Health, CA Real Estate agent, Notary and NMLS licenses.


Course Curriculum


  Welcome & Overview
Available in days
days after you enroll

Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

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