Private Wealth Management - OneVest App
Time 2022-07-30 19:45:42Web Name: Private Wealth Management - OneVest App
WebSite: http://www.onevest.app
ID:265311
Keywords:
Wealth,Private,Management,AppDescription:
Private wealth management,
in your pocket
OneVest manages your wealth like the 1%
Investing with OneVest
Our strategy is simple: we aim to generate better returns and reduce risk through actively-managed, highly-diversified portfolios.
It's the wealth management experience generally reserved for the ultra-wealthy:
and it's now available to you.
Goals-Based
Good planning requires goals. OneVest will help you set and achieve them.
We organize portfolios around your milestones to help you make the most of your money while staying focused on what matters to you.
Effortless
Sit back and watch your investments grow.
Your portfolio is actively managed and automatically rebalanced, so you don't need to research or monitor the market. We do it all for you.
Diversified
With OneVest, your nest eggs aren't all in one basket.
Our team manages your portfolio across a variety of traditional and alternative products, reducing risk and aiming for better returns.
How it works
Don't worry: no long, in-person meetings required.
Get started and stay up-to-date from wherever you are.
Tell us about yourself
Tell us about your goals, risk, and timelines.
2Fund your account
Add new funds or transfer your existing investments.
3Track your progress
We take care of the tough parts. Simply track and monitor your investments.
4Make changes anytime
Life happens. Make changes whenever you need.
Download the OneVest app
Get started on your wealth journey
Frequently Asked Questions
Do you offer self-directed investing?Can I transfer my accounts from another institution?Do you offer themed or industry-specific portfolios?Is there a minimum amount I need to invest?Is my account pooled with others or separate?TAGS:Wealth Private Management App
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