We get it. The world is online, and industries that don’t embrace that fact will get left behind. The Millennial generation wants to be able to do everything from their phones, and people active in the workforce or building their families are just too busy to sit down for a financial review. What we’ve learned over the years though, is that there are many ways to reach a desired destination.
Here at the Du Charme Financial Group, we continue to be 100% dedicated to helping all sorts of people achieve their hopes and dreams for the future. To do that, we believe in building a trusting relationship, putting a strategy in place, and executing said strategy in the most effective way possible.
Is the traditional financial planning process right for everyone? Nope. We get that there are many, many people out there who would like to put a financial plan in place, but for one reason or another haven’t found the right way to access the support they need.
What Is Online Investing?
We’re excited to have partnered with Wealthsimple, an online investing platform that feels like a great fit for our clients. All of our advisors can support you with online investing, and you’ll never have to take a meeting if you don’t have time.
Here are a few of the benefits of Online Investing:
Financial Planning
Take 10 minutes to fill out a questionnaire online (or on your phone) to identify your financial goals and risk tolerance. Choose between a handful of diverse portfolios. Call your advisor any time with questions, or to go into more depth in planning.
Minimum Investment Requirement
$1. Yes, you read it right. The minimum investment to start an online account with us is $1, which makes it accessible, and easy, for nearly anyone to get started. Many other online advisory services have a minimum initial investment of $25,000-$100,000, which just doesn’t seem right to us – it leaves out a whole lot of good people. Are you a student with $10 per month to throw into an account for your future? We’ve got you covered. A young family with a couple hundred bucks a month to put away for the kids? Can do. Better yet? You can set up automatic transfers from your bank account, so you don’t even have to think about investing each month. You’re financial plan is in play all the time – it’s really a no-brainer.
Is Online Investing Right For You?
Online investing is a great way for young people (you do have to be 18 years old to open an account) to start investing in their future goals and dreams. It’s fast to set up (10 minutes…seriously), offers a low minimum investment, and you’ll find flexibility in building the right portfolio for your goals. All you need to do is choose an advisor to work with, take 10 minutes to set up your account, connect your bank account, and your money will be invested in 24 hours. No paperwork. No meetings. Just smart technology helping you find financial security.
We think that’s a good thing, and we can’t wait to work with the next generation of savvy investors. Here’s to your future.
Want to start investing today? Get to know our advisors, and choose the best fit for you. If you're ready to open an account, just click on your preferred advisor's picture below to get started. 10 minutes and $1 are all you need to open an account!
The views and opinions expressed in this article are those of the authors and do not necessarily reflect the official policy or position of Global View Capital Advisors. LTD (GVCA) or any of its affiliates.
Advisory services offered through Global View Capital Management, Ltd. (GVCM). GVCM is a SEC Registered Investment Advisory Firm headquartered at N14 W23833 Stone Ridge Dr. – Suite 350, Waukesha, WI 53188. Du Charme Financial Group is affiliated with and a branch office of Global View Capital Advisors. Supervision office 262-650-1030.