Direct Digital Advice

Our 3 – Step Program


First, we ask about your goals.
Answer a few questions about your risk tolerance and goals and we will start building a portfolio to fit your needs.
Available Accounts – Individual, Joint, IRA Rollover. 401(k) Rollover, 403(b) Rollover, & SEP
Second, we provide you with a portfolio recommendation.
To help you make an informed decision, we provide you with a personalized recommendation. It includes all fees, expenses, and a comparison of your current portfolio against the recommended portfolio.

Third, we make it easy to open and manage your account.
We use a an electronic application process to open your account through TD Ameritrade, as the custodian. Once your account is open and funded we manage your investments so you don’t have to.

General FAQs