Some call this type of investment platform a "robo-advisor". We prefer to call our service an automated investment platform. We take your risk tolerance, recommend a portfolio for you, and if you like it, you can open an account through our custodian for your money–TD Ameritrade. No paperwork to print out since you fill everything out online.
Simply select the portfolio we have recommended (or another if you choose) and everything happens automatically for you. Dividends get reinvested, and we humans in the background pay attention to what's happening for you. Additionally, you can call us with questions. And, at no charge, you receive an annual review with one of our advisors in order to answer questions and learn more about your financial situation.
- 8.3 MB
- Release Date:
- Bell Rock Capital LLC
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