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Achieving financial success doesn’t have to be expensive or complicated
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The traditional world of financial advice is changing
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The new paradigm is simple and low cost
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Today’s investing toolkit is rich and sophisticated
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Stop investing for the old paradigm
Start investing for the new
Robo-Human
At IV Lions, we use technology to build tax-efficient, low cost, portfolios. Our lowest cost service is designed for investors that like the low cost simplicity of a Robo-Advisor, but would also like an actual person to set their portfolio up.
For 0.10% a year IV Lions will build and update annual a simple low cost index tracking portfolio. For example, on our minimum portfolio size of $500,000 the charge would be $500 per year. The service will:
- Create an Investment Policy Statement that simply outlines your financial objectives and constraints;
- Deliver to you straightforward, low cost, index tracking portfolio aimed at achieving those objectives; and
- Provide an annual review of your assets and personal situation.
We design and build our portfolio’s through TD Ameritrade Institutional. The services requires clients move their assets to TD Ameritrade.
A Family Affair.
“We approach every new client with the same honesty and integrity that keeps our family strong. You can rest assured knowing that your financial assets are being handled by trusted advisors who are working together toward shared goals of success.”
– Lisa Shearman, Legal
Investing Quotes
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