Glidepath Iq

Glidepath IQ is a digital investment management solution for clients that require less intensive financial guidance, advice and planning.

Wealth Management Leveraging Technology

Investing is a continuous process. One needs to set the path, but constantly monitor and adjust. We closely monitor each investment relative to our expectations and alert you to promising opportunities.

Efficient

Investing with Glidepath IQ provides efficient and streamlined tools to assess risk tolerance and build low cost efficient investment portfolios.

Impact/ESG Enabled

Glidepath IQ allows for the creation of an investment portfolio that is tuned to your needs. Do you wish to focus on social or environmental or woman or minority led business? All of this is possible. 

Tax Optimized

We care about what you are left with after taxes. With Glidepath, we have the ability to intelligently manage positions from a tax perspective. 

Factor Aware

Building portfolios using factors vs. market capitalization or equal weightings provides for a more efficient, lower cost and modern way to manage investments.

F.A.Q.

What makes Glidepath IQ unique.

Any investor can benefit from Glidepath IQ however the program is best used by those who require less complex financial planning. Glidepath IQ is best for:

  • Investors who prefer mainly ETFs and other liquid investments
  • Investors who don’t require detailed planning services
  • Investors who are comfortable with mostly digital interaction with an advisor

After an initial free consultation with the Soaring Capital team, we will guide you through the digital onboarding process. We will examine:

  • Evaluation of goals and objectives
  • Evaluation of risk tolerance
  • Review of documentation and Investment Management Agreement
  • Account opening
  • Account funding
  • Digital access

Since Glidepath IQ makes intelligent use of technology, we are able to offer an investment solution at a lower cost than our comprehensive wealth management solution.

  • Fees start at 60 basis points (0.60%) per year charged quarterly in arrears based on average daily balance.
  • For accounts that desire to have automated tax harvesting there is an additional fee of 15 basis points per annum.
  • For accounts that desire to use build impact aware optimized investments there is an additional fee of 15 basis points per annum. 
 

Soaring Capital Management’s Glidepath IQ service provides market exposure principally via low cost index ETFs. Select ETFs allow for general efficient and liquid means to be invested.

Depending on suitability, Glidepath IQ may employ direct/custom indexing technology to enable optimal client asset allocation. Custom indexing involves directly investing in a custom basket of individual securities that is unique to each client. This allows for ultimate customization based on considerations such as tax optimization, ESG/SRI, single name or sector avoidance and more. 

Glidepath IQ is a digital solution which provides complete visibility into your goals, objectives, risk tolerance settings and portfolio investments.  Clients of Glidepath IQ are able to securely log-on via a desktop computer, tablet or mobile phone to view and make changes.

Assets invested via Glidepath IQ are held with the investment custodian of record. Soaring Capital Management is not a custodian and never has custody of clients assets. The Investment Management Agreement provides us with discretion to invest your assets based on the answers to your risk and objective questionnaire.