|
|
Investment Portfolios
Many investors have largely been left out of wealth building opportunities due to a variety of barriers.
SaveDaily has reduced those barriers so that everyone can participate in these opportunities.
|
|
|
|
SaveDaily is a Registered Investment Adviser, located in Southern California, and a pioneer in reducing the
cost of financial services to make investing simple and affordable to all. SaveDaily's innovative all-electronic
investing platform enables investors to easily open an account, define their core financial goals, select a
suitable investment, and invest automatically from their bank accounts on an ongoing basis.
|
|
|
|
Low Cost and Affordable
|
|
|
|
Research has shown that many investors have largely been left out of wealth building opportunities due to a
variety of factors, including financial barriers such as high minimum investment requirements, high transaction
fees, and high commissions. SaveDaily has reduced these barriers so that everyone can participate. As a
SaveDaily member, you will enjoy unlimited investments in no-load and load-waived mutual funds without
paying any transaction costs and without having to meet the mutual fund's standard minimum investment
requirements. In addition, you'll enjoy access to professional advisors, educational materials, and much more
for a low membership fee of only $2.95 per month. How do we keep the costs down? SaveDaily uses an
all-electronic platform (no paper and no mailing means less cost), powered by SaveDaily.com, Inc.
a Registered Investment Adviser and a pioneer in reducing the cost of financial services to deliver
financial advice, education and tools that make investing simple and affordable to all.
|
|
|
|
Easy To Get Started and Easy To Use
|
|
|
|
Joining SaveDaily is easy. Simply complete our online member registration form, then link up your bank
account for electronic investing. Now, you're ready to start putting money away towards a child's education,
a new home or business, a comfortable retirement, or any other goal. Consider yourself an investing expert?
Simply choose an account type and choose from our menu of mutual funds. Or if you'd like some assistance,
our simple online tools will help you:
|
|
|
|
|
 |
|
Determine your investor profile and goals.
|
|
|
|
|
|
|
Determine which type of Investment Account makes sense for you.
|
|
|
|
|
|
|
Review a list of suitable investment choices based on your profile.
|
|
|
|
|
|
|
Setup an Automatic Trades schedule to contribute towards your goals on a regular basis.
|
|
|
|
Our simple interface makes it easy to invest money whenever you want. Simply enter the amount you'd like
to invest, confirm the transaction, and the money will be invested right from your bank account. Redeeming
(selling) an investment works basically the same way, except that the proceeds will be deposited
electronically right into your bank account. And if you invest in our Managed Allocations of mutual funds,
you can feel secure in the knowledge that a Money Manager is actively managing your account.
|
|
|
|
Automatically Invest Weekly/Monthly
|
|
|
|
One of the best strategies for achieving your financial goals is to practice disciplined, regular investing.
Our 'Automatic Trades' feature provides SaveDaily members with the discipline they need, by allowing them
to schedule automatic investments on a regular basis. For example, you can schedule the system to
automatically invest a regular amount from your bank account each payday (or bi-weekly, monthly or
whenever)! And our simple interface makes it easy for you to setup, stop, or modify your Automatic Trade
at any time. Investing on a regular basis is a good way to reap the benefits of dollar-cost-averaging
and compounding. As a member, you can read up on these concepts in the SaveDaily educational areas.
|
|
|
|
Professional Advisors and Money Managers
|
|
|
|
As a member of SaveDaily, you have a wealth of professional resources at your disposal. To assist you with
your investment choices, our Money Managers have created an online Assessment Wizard, which helps you to
determine your investor profile and suggests an Account Type (Individual, Joint, Custodial, or IRA) and
an allocation of mutual funds that is deemed suitable for your specific goals. Additionally, SaveDaily
members may contact our licensed financial advisors by phone, fax, or email to get personalized answers
to questions about money and investing. To simplify the investing process, we offer 'Managed Advisory
Allocations' or groups of mutual funds, which are designed to address your unique investor profile and
goals. When you invest in these allocations, our professional Money Managers will oversee your investments
on your behalf, rebalancing and reallocating them as necessary.
|
|
|
|
Goal-Oriented Investing
|
|
|
|
Our investing program is designed to help you to focus on your important long term financial goals such as
retirement, your child's college education, or a new home or business. For example, when you set up your
investment, we ask you to name that investment after the goal, which it represents, and we provide you
with a Savings Calculator to help you determine an appropriate monthly amount to contribute towards that
goal. In addition, our online Assessment Wizard will assist you in selecting a suitable mutual fund
allocation for a given goal, based on such factors as your time horizon and risk tolerance.
|
|
|
|
|
