What’s Your Investment Style?

Investing is a personal decision, and everyone does it differently.

Whether you want to be an independent day trader or you need someone to manage your portfolio, we’re here to help you take control of your financial future.

Here are three basic investing styles. Which do you fall into?

Independent investor: Manage and trade your own investments.

There are many apps and online services that can give you powerful trading platforms and expert insights to navigate the market and make solid investment decisions.

Build, trade, and manage your portfolio with apps and services like Robinhood, WeBull, and Schwab investments. They pay high interest on uninvested cash, unlike your major banks.

There are many apps and services available for independent investors online. Here are a few examples:

1. Robinhood – Robinhood is a commission-free trading app that allows users to buy and sell stocks, ETFs, options, and cryptocurrencies.
2. Acorns – Acorns is an investment app that rounds up your purchases and invests the spare change. It also offers retirement accounts and other investment options.
3. ETRADE – ETRADE is an online brokerage that offers a wide range of investment options, including stocks, bonds, ETFs, and mutual funds.
4. TD Ameritrade – TD Ameritrade is another online brokerage that offers a variety of investment options, as well as educational resources and research tools.
5. Personal Capital – Personal Capital is a wealth management platform that offers investment management, financial planning, and retirement planning services.

Automation: Get automated investing and professional guidance.

There are robo-advisor services that build a diversified portfolio of ETFs that are handpicked by a team of investment professionals.

Let this kind of technology build and manage your portfolio.

Here are a few:

1. Betterment – Betterment is a robo-advisor that uses algorithms to create and manage investment portfolios. It offers low fees and a variety of investment options.
2. Wealthfront – Wealthfront is a robo-advisor that uses sophisticated algorithms to create and manage investment portfolios. It offers low fees and a variety of investment options.

Personalized guidance: Plan and invest with an advisor.

You can have a relationship with a dedicated Financial Consultant who will get to know you and your needs.

If you’re a novice investor and need personalized service, there are several investment advisor services that can help you. Here are a few examples:

1. Vanguard Personal Advisor Services – Vanguard is a well-known investment management company that offers personalized investment advice to its clients. They have a team of financial advisors who can help you create a customized investment plan based on your goals and risk tolerance.
2. Betterment Premium – Betterment is a robo-advisor that offers personalized investment advice through its Betterment Premium service. With Betterment Premium, you’ll have access to a team of certified financial planners who can help you create a personalized investment plan and offer guidance on other financial planning topics.
3. Personal Capital – Personal Capital is a wealth management platform that offers investment management, financial planning, and retirement planning services. They have a team of financial advisors who can provide personalized investment advice based on your goals and risk tolerance.
4. Charles Schwab Intelligent Advisory – Charles Schwab is a well-known investment management company that offers personalized investment advice through its Intelligent Advisory service. With Intelligent Advisory, you’ll have access to a team of financial advisors who can help you create a customized investment plan based on your goals and risk tolerance.
5. Fidelity Go – Fidelity is an investment management company that offers personalized investment advice through its Fidelity Go service. With Fidelity Go, you’ll have access to a team of financial advisors who can help you create a personalized investment plan based on your goals and risk tolerance.

If you plan to start investing eventually, but now isn’t quite the right time, feel free to bookmark this page because I am going to be adding more services to it in the future. We’ll be here for you when you’re ready to invest.