Simple, Smart Investing
The B-Online Portfolio platform offers a digital solution to investment planning without sacrificing professional advice. Our low cost alternative to comprehensive wealth management gives investors the access to experienced investment strategies with an initial investment of as little as $25,000.
Set Investment Goals
We understand the need and importance of an accessible investment alternative. No matter what the investment goal or objective is, we can help clients get there. With B-Online Portfolios, clients can
- invest for retirement
- save for a vacation
- build long-term wealth
- set and adjust a target deposit amount to help reach financial goals
As an expert professional resource in our community we take pride in offering a low cost, online solution to investing. Our dynamic portfolios were created to meet the ever changing needs of our clients in any economic landscape. With our carefully selected portfolio models, including a tax loss harvesting solution and tax free fixed income offerings, we have developed a platform to fit the personalized investments needs of clients. Through the use of no transaction fee, low cost Exchange Traded Funds (ETF’s) we are able to provide the client with these professional portfolio strategies at a minimal management fee. Also clients can take comfort in knowing their assets are being held by Charles Schwab & Co, an SPIC insured broker dealer.
Getting Setup Online
B-Online Portfolios have streamlined the investment experience. Clients can start investing in our portfolios using a straightforward online enrollment process.
- Answer an investor profile questionnaire (IPQ). This gauges an individuals risk capacity, risk willingness, goals and preferences.
- Once the investor profile has been completed the next step is going through the account opening process.
- Finally, we review the recommended portfolio and are able to make adjustments and confirm before any money is invested.
Ongoing account management is easy and paperless. Whenever a client logs in they will have automatic access to statements and performance reports. With B-Online Portfolios an investment future is now literally at our clients fingertips.
To get started click here, choose “Get Started”, and enter our program key: CYK7
You can also use your smartphone by downloading the app.