A core part of your long-term financial security and resilience is building an investment portfolio. The earlier you start, the better. The less you lose in fees the better. The more diversified the lower the risk.
We help you create a personalized investment portfolio effortlessly and give you the option to trade actively across both traditional equities like stocks and funds and alternative assets including digital assets and gold and silver coins, bars and even fractional investments in precious metals.
Invest without the stress. Automatically invest with the Unifimoney Robo-Advisor
SIPC insurance protects securities customers of its members up to $500,000 (including $250,000 for claims for cash).
Buy and sell shares and ETF's.
Trade alternative assets including a full range of digital assets and precious metals like gold and silver coins, bars and fractional.
Making frequent low-value investments allows you to manage timing risk (buying when the market is high) and benefit from dollar-cost averaging.
We help you invest your small change automatically. By using our auto-deposit feature, you can transfer funds monthly into a low cost, highly diversified fund appropriate for your risk tolerance.
ETF Portfolios are matched to your chosen risk profile and rebalanced quarterly.
By answering a few simple questions, the Unifimoney Robo-Advisor will recommend a low cost etf portfolio, invested across different sectors and re-balanced automatically so you can invest without the stress.
Maximise your return on assets and grow your wealth -- effortlessly. Save and invest $7 a day from age 26 and you could have built a $1m+ portfolio by the time you retire.See How Much You Could Save
Trade recommended securities hand-picked by our advisory team.
Trade gold, silver, platinum with more coming soon.
Securities trading will be offered to customers by Drivewealth, LLC. Drivewealth LLC is a member of the Financial Industry Regulatory Authority (FINRA). Drivewealth LLC is a member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.
All investments involve risk, including possible loss of principal. Past performance of a security, market, or financial product does not guarantee future results. Electronic trading poses unique risk to investors. System response and access times may vary due to market conditions, system performance, and other factors. Market volatility, volume, and system availability may delay account access and trade executions.
Securities products are: Not FDIC insured · Not bank guaranteed · May lose value.
Investment advisory services provided by Unifimoney RIA QOZB, LLC, an SEC-registered investment advisor.
Brokerage services are provided by APEX, LLC. APEX is a registered broker dealer, member of FINRA and SIPC. Your cash and investments are protected by SIPC up to $500,000, with a limit of $250,000 for cash. APEX, LLC is SOCII type 1, GDPR and CCPA compliant. Registered in all 50 U.S. states. You can check the background of this firm on FINRA’s BrokerCheck.
Investment advisory services are provided by Unifimoney RIA QOZB, LLC, an SEC-registered investment advisor. For important information and disclosures relating to the robo-investment account, visit https://www.unifimoney.com/legal.
The material presented in this advertisement is for informational purposes only and should not be construed as investment advice. It is not a recommendation of, or an offer to sell or solicitation of an offer to buy, any particular security, strategy or investment product.
Nothing on this website is an offer to sell or a solicitation of an offer to buy securities, products or service, by any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation. Any company stocks and ticker symbols that appear on this website are for illustrative purposes only and do not constitute a recommendation for a particular security. All investments carry risks. Investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. You should consider your investment objectives, the risks involved, and consult with an investment and/or tax professional about your specific circumstances prior to making an investment decision.
Investment products are not FDIC Insured - No Bank Guarantee - May Lose Value.