-Ralph Waldo Emerson
We are an online investment management company that offers uniquely designed investment portfolios that are customized, automatically re-balanced, and performance driven, all for one low fee. Get advice when you need it by phone, email, or in person from your dedicated, licensed advisor for no additional cost.
Let us invest your money and put you on a path to financial well-being.
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You live an active lifestyle, so we built Velocity Digital Portfolios for a life on the go. With our easy to use web-based platform we will create your uniquely designed portfolio, and open your account in just 10 minutes! After that, we take care of everything else including trading, performance reporting, and all on-going administration. With our automatic re-balancing and tax aware gain/loss harvesting you're always on track and tax efficient. Go live life, and lets us manage the details.
Open your account online for free. Only pay 0.45% annually for investments over $10,000.
This low fee includes; automatic re-balancing, gain/loss tax harvesting, and personal advice from your dedicated Velocity investment advisor, should you need it. And just to help keep costs low, you pay NO account maintenance fees or monthly statement fees.
Create your unique profile. Choose a portfolio that’s right for you. We'll help you identify the investment strategy that best fits you. From determining the amount of risk you feel comfortable with, to choosing the most tax-efficient investments for you, we create a portfolio that's uniquely designed for you.
Move forward with the confidence that your customized investment plan is perfect for your needs.
Access your account online at velocityportfolios.com, 24/7 anytime, anywhere. You can also receive real support from a real, licensed investment advisor, for no extra charge, by phone, email, or at our office. Your investments are held by TD Ameritrade, one of the largest brokerage firms in the country. By partnering with TD Ameritrade you can rest easy that your money is in strong hands.
No matter if you’re new to investing or looking for a more efficient investment management option, we designed Velocity Digital Portfolios specifically for you. Gain professional money management opportunities without the associated complexity and steep fees. Learn more about opportunities waiting for you!
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