Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products October 18, 2011
Web-Based RIA Expands Managed Personal Investment Portfolios
InvestSimply, a Web-based portfolio management service and registered investment adviser (RIA), is expanding its marketplace for managed personal investment portfolios.
Reported by PLANADVISER staff
InvestSimply provides access to mutual fund and ETF investment portfolios managed by professional money managers. The platform is designed for individuals and families who want to explore their options for retirement savings (e.g., 401(k) rollovers, IRAs).
“Our web-based investment management service allows people to easily find and start investing with experienced portfolio managers” said Steven Geri, CFA, Founder of InvestSimply.
For more information, visit http://www.investsimply.com.
You Might Also Like:

Investment Advisers Optimistic About Inflation Amid Recession Fears
RIAs noticed a spike in clients looking to diversify their assets, with almost half reporting an increase in international equities...

RIA Succession Planning Drops to New Low
DeVoe’s annual team management survey paints a dire picture of succession planning for aging advisories.

RIAs Face Talent Crunch, Schwab Reports
Registered investment advisers are prioritizing recruitment and employee value propositions to meet workforce demands.