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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.