Key Digital Portfolio AdvisorSM
Easy, affordable investing and money management.
Ease in, be active, or passive. Whatever your investing style, use Key Digital Portfolio Advisor to build your wealth with an online, low-cost, professionally managed portfolio.
Simplified, Low-Fee Investing
Save time and money with straightforward investing and professionally managed funds. Guided by your goals, we’ll continuously review your holdings and make automated adjustments to your portfolio. Also, with our simple quarterly billing and low fee of .5% of portfolio value, you’ll always know where you stand.
Put Our Experience to Work for You
First, we’ll ask you a few questions. Your answers will help us understand your risk tolerance, needs and timeline. We’ll use that information to compare options, weigh investments and provide you with the best strategy to reach your goals.
Let’s build your strategy together.
Start investing with a minimum of $5,000.