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"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. Our approach to investing is based on Nobel Prize winning research.

We 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*.

 You get the investment strategy that fits you, while keeping costs low and keeping things simple.

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.

 Transparent Account Details

We clearly explain account details and and you will receive electronic statements each month from TD Ameritrade. You can also access current information about your portfolio any time, any day. Should you have a question, you have access to you dedicated advisor.

*Past performance is no guarantee of future results.