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Why Velocity?

Once you start investing with Velocity Digital Portfolios, we believe you’ll immediately see the benefits.

But, here’s a primer to help you get started.

Custom Investment Portfolios

With Velocity, you can invest in sophisticated, growth-oriented automated investment portfolios not offered anywhere else. Rather than repackage the same one-size-fits-all options as other platforms, we personally built every portfolio we offer—with a true focus on performance and growth.

What does this mean for you?

Access to one-of-a-kind portfolios that help you put your investment goals on track.

Automatic Rebalancing and Tax Loss Harvesting

Once you have chosen the investment plan that's right for you, keeping it on track is important. This ensures that you maintain the risk and return characteristics that you originally intended. By automatically rebalancing your portfolio, we keep your investments in line with your investment goals, and make them as tax efficient as possible. Many companies either require a large balance, or charge a separate fee for this service, not us.

What does this mean for you?

Your investment account will always be in line with your investment plan. Because your portfolio is rebalanced automatically, you won't need to worry about  taking time to make the trades needed to keep it on track. With our Tax Harvesting solution, we'll keep you tax efficient as well.

Low Minimums and Fees

With Velocity, you can open an account online for free right now and begin investing into high-quality portfolios with as little as $2,500. We don’t think high account-management fees should eat into your assets, so we only charge 0.45% per year for investments over $10,000.

What does this mean for you?

Getting ahead in your financial life just got a whole lot more affordable. In fact, for account balances $10,000 or less, you pay NO account management fees. This is our way of helping you begin to invest in yourself!

Strong Focus on Managing Volatility

From our perspective, you should have access to investments that support your long-term growth with less volatility. We believe that you deserve to know exactly how much risk you take with your investments. So we use risk-adjusted returns to help you make choices that support your goals and comfort.

What does this mean for you?

Choose your risk tolerance and be better able to stay the course during dynamic market changes.

Real Support From a Real Person

If you need help with your account, you can have support from a real, licensed professional. That means no chat bots. No 24-hour waiting period. No kidding. And you’ll never have to upgrade your account to get this support.

What does this mean for you?

Never feel alone in your investment experience again.