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How Velocity Works

"The only person you're destined to become is the person you decide to be"

- Ralph Waldo Emerson

We’ve designed Velocity Digital Portfolios to provide investors with a simple, efficient automated investment platform that helps you get ahead in your financial life—and embrace investing for the future.

How do we do this?

Identify Your Investing Profile

Customizing your investment experience is essential. When opening your account, we'll identify your traits as an investor, such as your current income, how comfortable you are with risk, and when you plan to withdraw money. Then, we match your profile with the portfolio option that best reflects your age, investment experience, time horizon, and risk tolerance.

Support Diverse Investment Needs

One size does not fit all when it comes to investing. You deserve more options than just one asset mix and one portfolio type.  We offer three portfolio strategies, with five asset mixes, all based on Nobel Prize winning research. Most services offer only portfolios using Index funds. We offer these as well and believe this is a great option for keeping costs low, and keeping things simple. To this end, our Velocity Index Advantage portfolios are perfect!  However, we have some other great ideas as well that give you more choice, so you get exactly what you're looking for.

Portfolio Strategies:

  • Velocity Index Advantage- This is the traditional, low-cost Index fund approach (although we think we do it better). Using commission free Exchange Traded Index Funds (ETF's) to keep costs low, you get a well diversified portfolio with no transaction fees that's easy to use. Velocity Index Advantage invests your money across many different asset classes to limit risk and provide for more consistent returns. Compare us to our peers, we think you'll like what you see!


  • Velocity Income Advantage - Specifically designed for individuals wanting additional interest and dividend income from their investments. Using a combination of ETF's and actively managed mutual funds, Velocity Income Advantage invests in funds paying higher dividends and interest than the market overall, without sacrificing diversification. A great option if you're interested in creating a stream of consistent income.


  • Velocity Select Managers -  This is similar to the traditional index fund approach, but using professionally screened, actively managed mutual funds rather than index funds. By diligently screening fund managers with strong risk/return histories we have done the research that most investors have neither the time or tools to conduct, and made it easy to invest in a high-quality, actively managed investment portfolio.  Using Institutional Class mutual funds with strong track records and lower management fees than traditional mutual funds, this option gives investors an actively managed approach, rather than  a passively managed approach. (index funds).  Velocity Select Managers portfolios are available in two different fee structures. "Institutional Class" shares, which charge a small transaction fee to invest in but have lower annual fund expenses. If you want a mutual fund investment with no transaction fees, no problem!  "Investor Class" shares have no-transaction fees, but do have slightly higher annual fund expense. (see FAQ's for an example)  

     

                                                                We believe this variety gives you more freedom to invest according your unique needs.


Provide Access to High-Quality Investments

Through our strategic partnerships we can provide access to “no-load” institutional-class investments (typically reserved for institutions, like money managers and investment banks) that often provide strong returns and lower long-term fees.

We also diligently research and track each investment’s performance to identify those that provide historically strong returns with lower volatility. So, no matter the portfolio you choose, each investment option reflects our focus on risk-adjusted returns*.

Give You 24/7 Access

Want to check performance? Access a report? Do so within seconds? You can view your Velocity portfolio whenever, wherever. So whether you’re relaxing on the beach or between meetings at work, you can check your account and transfer funds with the tap of a finger.

Offer Transparent Account Details

You deserve to understand your portfolio. We clearly explain account details and define industry terms. You can also pull reports about your portfolios any time, any day. Should you have a question, you have access to real support, from a real person.

*Past performance is no guarantee of future results.