Making investment decisions can feel overwhelming — and you shouldn’t have to do it alone. That’s why CUSP gives you the option to consult with our financial adviser.
In just one call, you’ll get clear answers to your questions and confidence that your portfolio is designed around your goals and values.
Where to find it
While completing your risk questionnaire for a Tailored Portfolio, you’ll see a Consult with an Expert button.
Tap the button to open our scheduling page
Choose a convenient time for your online session
How the consultation works
You’ll begin with a 30-minute call with our financial expert.
During the session, they will:
Review your questionnaire results
Answer any questions about risk and goals
Explain the portfolio option that fits you best
If needed, your adviser can guide you further or schedule a follow-up session
Why it matters
At CUSP, we believe building wealth is like building a strong foundation — and expert guidance helps you do it right.
A financial adviser can help you:
Understand your risk profile and what it means for your investments
Gain clarity and confidence in your portfolio choice
Make informed decisions about your financial goals
Important to know: CUSP’s financial experts provide guidance and education to support your investment decisions. They do not provide guarantees of performance or returns. Your investments always carry risk, and outcomes may vary.