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How It Works

Getting started and matched to your smart tailored portfolio in a matter of a few simple steps.

Tell us about yourself.

Connect with an Advisor

our strategic approach

Complete our contact form and we'll connect you with a personal wealth advisor to assess your goals and risk tolerance.

Get started

Get matched with a diversified portfolio.

For every unique investor, we provide a smart tailored portfolio matched to your investing style, goals and time horizon.

Investment Advisory Board

Our team has varying backgrounds ranging from wealth management and technology to financial media and legal.

Mark Malek, CIO

Founding executive member with over 29 years experience in quantitative finance, modeling, algorithm design, analysis and more.

Wealth Managers

Additional advice, expertise, and experience you can count on.

Algorithms

Our technology directly selects a set of Exchange Traded Funds (ETFs) and Exchange Traded notes unique to every investor.

Personalized Questionnaire

Our in-depth, unique set of investor questions will ensure your portfolio is a reflection of your investment preferences.

Current Market Conditions

Let SiebertNXT monitor the markets so you don't have to. 

Understand Your Options

Once you've gotten started with SiebertNXT Premiere, connect with your Wealth Manager to take full advantage of your plan.

SiebertNXT Premiere Plan

Up to 1.25% service fee*

What’s included in Premiere

  • $25,000 minimum balance
  • Dedicated Wealth Manager
  • Financial advice and planning
  • Automated rebalancing
  • Dedicated customer support
  • 40 portfolio & income portfolio options
  • Multi-portfolio strategies
  • Portfolio-specific market news

Provided by Siebert & Strategic Partnerships:

  • $25,000 minimum balance
  • Dedicated Wealth Manager
  • Financial advice and planning
  • Automated rebalancing
  • Dedicated customer support
  • 40 portfolio & income portfolio options
  • Multi-portfolio strategies
  • Portfolio-specific market news

Check In, On Your Terms

We monitor your portfolio daily, and automatically rebalance it when needed.

Wealth Advisor Management

We will work with you to create a customized managed account that includes monthly checkups, ongoing rebalancing, and constant engagement.

Quarterly Check-ins

Meet 1:1 to discuss how you’re doing and reaffirm your investment goals.

SiebertNXT Algorithms

Your unique set of ETFs and ETNs automatically adjust based on market changes to keep you on track.

Drift Watch

We're always watching to make sure your portfolio is on track. Custom built features will trigger a rebalance if your allocation needs adjusting.

Talk to a Wealth Manager about Premiere Pricing

Invest with confidence. We combine the expertise of a dedicated wealth manager alongside SiebertNXT tailored portfolios so you get the best of both worlds.

Questions? Let us help you.

Phone

Phone: (800) 993-2010

Give us a call.

Live Chat

Status: OfflineOnline

Mon - Fri 8:30am - 5:00pm EST

Email

Send us a message with your question or comment.
[email protected]

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