Low Cost Mutual Fund & ETF Managed Portfolioslachina2021-01-22T00:27:28+00:00
Want to start investing, but don't know where to start? I've partnered with Fidelity Investments, one of the most trusted financial institutions in America, to provide you with a straightforward and low-cost way to invest in an easy-to-open Fidelity Investments Brokerage Account, Tax Deductible IRA or a Tax Free Growth Roth IRA.
Let me show you how this works...
The portfolio will be designed based upon how your score on our “Risk Profile” questions.
Example Portfolio Breakdown:
Low cost index mutual funds
Low Cost ETF’s (Exchange Traded Funds)
Risk based algorithms
GEODE capital management
Let’s talk about the type of investments you’ll own. You’ll get a fully diversified portfolio utilizing Fidelity Investments’ low cost index mutual funds and ETF’s (Exchange Traded Funds). Let’s zoom in on a few of the investments we utilize.
Fidelity 500 Index Fund
The total internal management cost are just 1.5 Basis points 0.015%
Holdings You’ll Own:
Alphabet – Google
Johnson & Johnson
Proctor & Gamble
This one mutual fund is just a portion of a % of your total investment!
Ready to Get Started?
Use our calculator at NO COST
Explore the different investment options
Connect your accounts with our easy-to-use tracking tools!