Envestim Advisory provides traditional guidance with untraditional delivery.
ROBO ADVISORY >>>>
You don’t get the guidance of a trusted financial advisor.
Everything is automated to general best practices and managed by a computer.
> ENVESTIM ADVISORY <
You need more than automated systems, but less than full-service advisory services.
You need the guidance of a traditional advisor with the benefits of online investing.
Envestim Advisory offers an individualized, low-fee alternative.
<<<< TRAD. ADVISORY
You get excellent service from a trusted advisor, but at a higher fee.
Your fees may not match your portfolio value in value.
1. DEVELOP YOUR PORTFOLIO
Develop your personal portfolio online by simply telling us about who you are and your financial goals, and we’ll create the right investment portfolio to help you achieve your desired success.
2. MONITORED INVESTING
Once you have funded your recommended investment accounts, we’ll monitor the progress of the market and funds and make recommendations when necessary.
3. ONLINE PORTFOLIO MANAGEMENT
Manage your entire portfolio online: trade, fund, and transfer quickly and easily. You can completely control your accounts from any computer or mobile device.
HEDGE-FUND MANAGER INVESTMENT GUIDE
Founder & CEO of Envestim Advisory, Mickey Welcher has an extensive history in trading and financial investing. As a hedge-fund manager, he understands the importance of watching for large changes in market direction and other economic indicators that indicate a need for a revision in an investment strategy. Welcher applies his expertise to the emerging robo advisory services by creating a hybrid of technology-driven investing with informed portfolio development. He also brings the added human benefit of knowledge, expertise and foresight to make the slight portfolio adjustments that can help reduce downside risk and reduce losses.