使用SmartVestor Pro制定投资计划

SmartVestor免费为您显示您所在地区的五位投资专家。没有承诺,没有隐藏费用。 

Find Your 优点
成为SmartVestor Pro

SmartVestor是一项免费服务,可将您与我们的财务顾问,财富顾问,财务规划师和其他投资专家的网络联系起来。我们相信这些人会照顾您和您的投资。

Find Your 优点

SmartVestor如何工作?

  • Complete the form to see up to five SmartVestor 优点.

    We’会将您的联系信息发送给我们经过审查的投资专家。
  • Your SmartVestor 优点 will contact you within 24 hours.

    We’还将提供您的信息,以便您联系或研究他们。
  • Interview your SmartVestor 优点 and choose who you like best.

    We’会通过电子邮件将您的面试指南发送给您,以帮助您做出决定。

Find Your SmartVestor 优点

即时查看最多五个职业。 
It'快速,轻松,免费。

第1步,共2步

各个领域都需要。

请检查“我不是机器人”。

安全。安全。值得信赖

在哪里可以找到您的披露。

真快—the Pro’的个人资料包含有关其公司的披露(ADV第2A部分)以及我们如何与他们合作(律师披露)。 SEC希望您确认您知道在哪里可以找到披露信息,并且我们可以向您发送一封包含详细信息的电子邮件。另外,这看起来像“duh” moment, but we gotta say it—您需要承担访问此信息的所有费用,例如互联网费,电话费或印刷费。 

披露地点
背部

安全。安全。值得信赖

It’s free.

提示赞美音乐和哈利路亚的双手。您’ll pay 没有 连接投资 professional.

SmartVestor 优点 have a client-first mentality.

他们像对待队友一样对待您 交易. 当你’re ready, SmartVestor 优点 will commit to educating and empowering you.

Find Your 优点
  • 联系我们

    对您的SmartVestor体验有疑问或反馈吗?我们’d love to hear it!
  • 成为SmartVestor Pro

    您是对加入我们的SmartVestor计划感兴趣的注册投资专家吗?

常问问题

  • SmartVestor是一项免费服务,可将您与您所在地区的投资专家联系起来。 
  • 没事,zilch,nada。 SmartVestor免费连接您。 
  • Our SmartVestor 优点 will contact you within 24 hours to introduce themselves and help set up an appointment for you to interview them. Then, you can simply select 专业人士 you want to work with. 
  • 为了简单起见,我们’会向您发送您在第一次面试中可以提出的问题清单。一般来说,你’ll ask them about their investing philosophy, how 他们 get paid, and how often 他们 communicate with their clients. Above all, if something doesn’感觉不对,继续寻找。
  • SmartVestor Pro将帮助您确定哪种共同基金适合您,向您展示如何充分利用您的投资,并帮助您制定实现退休目标的计划。当事情变得艰难时—认为股市波动—they’将会是使您安心的理性之声。 
  • 我们建议您之后再开始投资’再没有债务,在你之后’ve saved 3–6个月的应急基金开支。
  • All of our Smartvestor 优点 are investing professionals, but 不 all are financial advisors (many are). The difference? An investing professional focuses solely on helping you invest, whereas a financial advisor helps you with all types of financial planning, 不 just investing. 

SmartVestor™是一项投资广告服务 由Lampo 组,LLC d / b / a 拉姆西解决方案(RS)运营的专业人士。当您通过SmartVestor网站提供联系信息时,RS会向您介绍最多五位投资专家(“Pros”) that are in your geographic area. It is up to you to interview the 优点 and decide whether you want to hire them. If you decide to hire a Pro, you will enter in an agreement directly with that Pro to provide you with investment advisory services. The 优点 sign a Code of Conduct under which 他们 agree to certain general investment principles, such as eliminating debt and investing for the longer-term, that are consistent with Dave's philosophy, but RS does 不 monitor or control the investment advisory services the 优点 provide.

The 优点 have entered into an arrangement with RS under which 他们 pay RS a flat monthly fee to advertise their services in the SmartVestor Program and receive contact information for prospective investment advisory clients. The fees paid by the SmartVestor 优点 to RS are paid irrespective of whether you become a client of a Pro that advertises through SmartVestor, and are 不 passed along to you. However, the presence of these arrangements may affect a Pro’愿意以低于其标准投资顾问费的价格进行谈判,因此可能会影响RS通过SmartVestor引入的客户支付的总费用。请向您的专业人士询问有关其费用的更多信息。

RS is 不 affiliated with any 优点 and neither RS nor any of its representatives are authorized to provide investment advice on behalf of a Pro or to act for or bind a Pro. No investment advisory agreement with a Pro will become effective until accepted by such Pro.

Neither 拉姆西解决方案 nor its affiliates are engaged in providing investment advice. 拉姆西解决方案 does 不 receive, control, access or monitor client funds, accounts, or portfolios. 拉姆西解决方案 does 不 warrant any services of any SmartVestor Pro and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor 优点 you contact are solely that of the SmartVestor Pro. The contact links provided connect to third-party sites. 拉姆西解决方案 and its affiliates are 不 responsible for the accuracy or reliability of any information contained on third-party websites.