InvestSimply Announces a New Way to Invest: Low-Cost Online Investment Management for Families
SAN FRANCISCO, Sept. 7 /PRNewswire/ -- InvestSimply today announced the launching of a sophisticated internet-based investment management service that helps individuals and families build and protect wealth to achieve financial independence. Investors visiting the website answer a 7 question survey and find out instantly which portfolio is right for them. The website is http://www.investsimply.com
InvestSimply offers a choice of risk-managed investment strategies historically reserved for large institutions and the very wealthy. Portfolios provide exposure to global equities, government bonds, and alternative assets (e.g., hedge-fund strategies, commodities, etc.). The firm also draws together the resources of the leading independent brokerage firm and a highly respected performance accounting organization. All delivered on one powerful, secure and easy-to-use internet platform, readily available 24/7. Accounts can be opened with a minimum of $50,000 to invest.
"We established InvestSimply because we believe individuals and families should have similar opportunities as institutional investors (such as pension funds and university endowments) and the wealthy to accumulate, protect and grow capital," said InvestSimply's founder Steven A. Geri, CFA. "We decided to provide these services online to reduce costs for our clients, make account information more readily accessible, and protect clients against unwanted sales pitches."
InvestSimply is an SEC registered online investment advisory service, operating with integrity and in compliance with SEC rules and regulations. Investors select a diversified, risk-managed and customizable investment portfolio based on an online survey of their investment experience and other factors. InvestSimply's investment recommendations are made independently, based on unbiased analytical research, and not influenced by any brokerage firm, investment bank or mutual fund company's self-serving interests.
"InvestSimply doesn't try to sell you anything," Mr. Geri said. "We don't get paid commissions and we don't trade accounts to generate income. Instead we offer individuals and families an opportunity to participate in institutional-level investment strategies, tailored to meet their needs – on a low fixed fee basis, free from the conflicts of interests that commissions create. We help you achieve your financial goals and objectives while managing risk and protecting your capital."
Investors may obtain more information on InvestSimply by visiting the website at http://www.investsimply.com or by telephoning 800-928-6170. The address is 580 California Street, Suite 1600, San Francisco, CA 94104.
SOURCE InvestSimply
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