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Online Investment
How to start investing online
Investing and trading online is an easy, low-cost way to start putting your money to work. With a do-it-yourself investing approach, you can easily buy and sell stocks and exchange-traded funds (ETFs) on your own. Or, if you want a little more guidance, just tell us your goals and comfort with financial risk and we’ll put you in a portfolio that is managed for you and automatically rebalances to keep you on track
Automated Investor
Automated Investor, our robo-advisor, uses technology and industry insights to manage your investments for you. You tell us your goals, your comfortability with risk and how much you want to begin investing and Automated Investor does the rest. If you need help, an investment professional is just a phone call away.
Self-directed investing
If you’re an experienced investor, we offer a way to control how your money is invested. Manage your own portfolio with a self-directed brokerage account from Pitu Holding Investments. Choose from stocks, options, exchange-traded funds (ETFs) and over 10,000 mutual funds to trade.
Investing and trading online is an easy, low-cost way to start putting your money to work. With a do-it-yourself investing approach, you can easily buy and sell stocks and exchange-traded funds (ETFs) on your own. Or, if you want a little more guidance, just tell us your goals and comfort with financial risk and we’ll put you in a portfolio that is managed for you and automatically rebalances to keep you on track
Automated Investor
Automated Investor, our robo-advisor, uses technology and industry insights to manage your investments for you. You tell us your goals, your comfortability with risk and how much you want to begin investing and Automated Investor does the rest. If you need help, an investment professional is just a phone call away.
Self-directed investing
If you’re an experienced investor, we offer a way to control how your money is invested. Manage your own portfolio with a self-directed brokerage account from Pitu Holding Investments. Choose from stocks, options, exchange-traded funds (ETFs) and over 10,000 mutual funds to trade.
Comparing online investing options
MANAGED FOR YOU
- Automated Investor
-
How it works for you:
Investment decisions made and managed for you -
Investment types:
Exchange-traded funds (ETFs) chosen by experts for performance and low cost -
Live support:
Service and technical support when you need it
Access to an investment professional -
Minimum investment:
$1,000
MANAGED BY YOU
- Self-directed investing
-
How it works for you:
Flexibility to select and trade your own individual investments -
Investment types:
Stocks, options, ETFs, and over 10,000 mutual funds -
Live support:
Service and technical support when you need it
Access to an investment professional -
Minimum investment:
None
Benefits of investing online with us
Investing online typically has lower fees than investing with an advisor in person
Pitu Holding Investments, and our affiliate Pitu Holding, provide your complete financial picture in a single view, quick account transfers and one login to access all your accounts.
Our financial advisors at the Wealth Management Advisory Center work with you by phone or online to determine the best approach for your go