“The power of compound interest is the most powerful force in the universe.” ~ Albert Einstein

Time

Walnut evaluates your portfolio on a frequent basis and rebalances when needed.

Cash

We can help you get started whether you have $5,000 or $5,000,000 to set aside for your future.

Knowledge

Stocks v. mutual funds. IRAs v. Roth IRAs. We know financial planning so all you have to know is you.

Automated Investing

Automated financial planning.

Human financial planners.

Walnut’s investing service is led by CEO Jay Handy, a Harvard-educated financial planner with decades of experience. Jay launched Walnut Investing as an extension of his asset management firm, Walnut Capital Management, to provide more ways for more people to plan for the future.

Walnut’s technology uses Charles Schwab’s online investing platform, the fastest growing automatic investment platform in the world, to create your portfolio.

OUR PHILOSOPHY

Be Transparent

We tell you our fees up front so you can make an informed choice to use our service.

Be Authentic

No sleaze. No schmooze. Just facts and fact-based recommendations so you know what’s best for you.

Help Others

When you invest with Walnut, a portion of our profits goes back into the community through B1G1.

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HOW IT WORKS

  1. You fill out a straightforward questionnaire that asks about your financial goals and personal risk tolerance.
  2. We recommend a custom investment portfolio based on your answers.
  3. You move your money from your savings account to your Walnut portfolio.

The Latest News

What is portfolio rebalancing and why does it matter?

by Jay Handy, CEO of Walnut Capital Management and SignalPoint Asset Management When we talk about Walnut Investing, we frequently... read more

Five personal finance tips better than skipping your daily latte

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What The Richest People Know About Wealth Creation

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Five personal finance tips better than skipping your daily latte

by Jay Handy, CEO of Walnut Capital Management and SignalPoint Asset Management You’ve probably read the plethora of financial... read more

The man who bought a $30,000 couch

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The stock market averages 9 percent returns. The average investor averages just 5 percent. Here’s why.

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