
INVESTMENT ACCOUNT
- 6-25% targeted return on average
- No minimum investment
- $0 – $10,000:
- $10,000 – $1,000,000:
- Above $1,000,000:
- Automatic reallocation
- Phone, Live Chat and Email support
- All investments held in your own secure account at Interactive Brokers
- Traditional IRA/401k Rollover IRA/Roth IRA/Taxed Investment accounts
- Accounts for your children/grandchildren
- No lock-in period
- High quality stocks and ETFs
- Fractional shares
- Socially responsible/ESG investment option
- Advanced systematic strategies
- Ultimate flexibility: custom blend of conservative, moderate, and aggressive portfolio
- Monthly automatic investment options