FAQs about online investing

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Are you a Robo-Advisor?

We believe we are much more than a Robo-Advisor.  We say this because on the one hand, we use technology to enhance client experience and be able to offer our services at a fraction of the cost you would incur working with a bank or a traditional advisor, while on the other, experienced investment professionals provide advice to clients and manage their portfolios on an ongoing basis.

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