AutoPilot
Ongoing planning plus investment management. We manage the portfolio to your plan while you run your business.
Sound familiar?
No time to manage it
The business gets your best hours. The portfolio gets whatever is left.
Markets move and your allocation shifts. Nobody checks until something feels wrong.
Money in too many places
Old 401(k)s, a brokerage account, cash in the business. Each one set up for a different version of you.
AutoPilot puts your investments and your plan in one set of hands. You set the goals and the guardrails. We do the work.
What we cover
Orientation Flight Plan
A short setup when you join: net worth snapshot, cash check, account structure, and early risk flags.
A target mix for you
A mix of stocks, bonds, and cash matched to your goals, risk tolerance, and time horizon.
Diversified portfolios
Risk-based, diversified model portfolios built mainly from ETFs, available through our custodian, Altruist, including models from Altruist and third-party managers.
Rebalancing
We monitor for drift and make periodic changes to keep your mix in line with its target.
Tax-aware placement
Which investments belong in which type of account, with tax efficiency in mind. Confirm the tax side with your CPA.
Trades handled
We place trades in the accounts you designate, under the authority you grant, without asking you to sign off on each one.
Your guardrails
Request reasonable restrictions in writing. Some may not fit inside a model portfolio.
Quarterly reviews
Your accounts reviewed at least quarterly against your objectives and risk tolerance.
Planning included
Seasonal planning updates on cash flow, your business, taxes, insurance, and estate questions. See the seasonal calendar
Your professional team
With your OK, we organize questions for your CPA, attorney, and insurance professional and join the call.
Your assets stay at the custodian
Accounts sit at an independent qualified custodian, and statements come straight to you.
Your plan of action
Every next step in order, with who owns it and when.
AutoPilot is an ongoing discretionary investment management service that includes ongoing financial planning. Co-Pilot and AutoPilot are separate services and are not combined. It is not legal, tax, accounting, or insurance advice. Investing involves risk, including possible loss of principal. No strategy can eliminate risk, and diversification does not eliminate market risk. Model portfolios may include models from Altruist and third-party managers available through our custodian, Altruist, and may not perform as expected. There is no guarantee that any strategy will meet its objectives or avoid loss. Past performance does not guarantee future results. Business values discussed are informal advisor estimates for planning discussion only, not appraisals. Skyrise Financial is a Colorado-registered investment adviser. Form ADV Part 2A and Privacy Policy are linked below.
How it works
01
Orientation
You join the season underway and start with a short Orientation Flight Plan. A full Financial Flight Plan beforehand is optional.
02
Setup
We help you open or connect accounts at Altruist, agree on your target mix and any restrictions, and you grant trading authority.
03
Stay on course
We manage and rebalance under the authority you grant, and update the plan each season. On planning decisions, we make suggestions and you make choices. Prefer to run your own investments? See Co-Pilot.
About 30 minutes. Assessment only. No prep.