From goals to outcomes – fully automated.
YOUR WEALTH, ALWAYS ON
01 - Tell us about yourself
Answer a few questions about your goals and risk comfort. Everything happens here – no paperwork, no branch visits.
02 - Receive your portfolio
Get a portfolio matched to your profile, built on BlackRock's institutional portfolios and risk models.
03 - Open your account
Open your account digitally in minutes. No signatures, no waiting – your account is ready when you are.
04 - Fund & deploy
Fund your account and your money is immediately allocated to your recommended portfolio – automatically.
05 - Sit back
The platform executes and manages your investments as discretionary sub-adviser, guided by BlackRock's models. No action needed.
06 - Always rebalancing
Your portfolio is continuously monitored and rebalanced, staying aligned with BlackRock's targets and your risk profile – automatically.
Platform & Sub-Adviser: Sunstate Wealth Management LLC (SWM) provides access to this digital investment program. The platform is built and operated by BCP Global, which serves as discretionary sub-adviser pursuant to a sub-advisory agreement with SWM. BCP executes account rebalancing within the parameters established by the model portfolio recommended by the Advisor and selected by the client. SWM retains supervisory responsibility over BCP Global’s sub-advisory activities.
Model Portfolio Provider: Portfolios are constructed using model strategies developed by BlackRock Investment Management, LLC (“BlackRock”), an SEC-registered investment adviser. BlackRock provides the portfolio strategies and asset allocation frameworks used within the program. BlackRock does not manage individual client accounts, does not execute transactions on behalf of clients, and has no direct client relationship with SWM clients. BlackRock is not affiliated with SWM or BCP Global and does not endorse this program.
Investment Risk: Investing involves risk, including possible loss of principal. The value of your investments may increase or decrease. Past performance does not guarantee future results. The program’s automated rebalancing process does not guarantee that your portfolio will achieve any particular investment outcome or maintain any specific allocation at all times.
Fees: Advisory fees apply. Please review SWM’s Form ADV Part 2A and Form CRS for a complete description of fees, services, and conflicts of interest before investing. Form CRS will be provided to you prior to receiving a portfolio recommendation.
Suitability: Portfolio recommendations are generated through an automated suitability assessment based on the information you provide. The assessment does not account for your complete financial picture, including outside assets, tax situation, or estate planning needs. SWM is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training.
Privacy: Your personal information is collected and processed in accordance with SWM’s Privacy Notice (available at https://sunstatefl.com/Wealth-Management/Regulatory-Disclosures/Privacy-Policy ) and the Gramm-Leach-Bliley Act. BCP Global processes client data as a service provider to SWM.
What you get by investing with us
Manage your investments anywhere. Our app and website give you the autonomy to:
Thanks to our technology and automation we efficiently serve market niches.
Strategic Providers
