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. Happy Virtual Dan 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...
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Portfolios

The portfolio will be designed based upon how your score on our “Risk Profile” questions.

Conservative:

  • 50% Stocks
  • 50% Bonds
Conservative: 50% Stocks, 50% Bonds

Moderate:

  • 70% Stocks
  • 30% Bonds
Moderate 70% Stocks, 30% Bonds

Aggressive:

  • 85% Stocks
  • 15% Bonds
Aggressive, 85% Stocks, 15% Bonds
  • Professionally managed
  • Low cost index mutual funds
  • Low Cost ETF’s (Exchange Traded Funds)
  • Risk based algorithms
  • GEODE capital management

Example Portfolio Breakdown:

Portfolio Example: 60% US Stocks, 15% Bonds, 25% International Stocks

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%

Fidelity 500 Index Fund Pie Chart

Holdings You’ll Own:

  1. Apple
  2. Microsoft
  3. Amazon
  4. Facebook
  5. Berkshire Hatheway
  6. JP Morgan
  7. Alphabet – Google
  8. Johnson & Johnson
  9. Visa
  10. Proctor & Gamble

+490 MORE!

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!
START HERE