Tech Report
With the merging of technology and traditional investing, those looking to invest and grow their funds have easy access to do so. Not only is it convenient but there’s peace of mind when you know everything is only a tap away.
OptiFi offers investors easy access to a low-cost automated investment service from their desktop or tablet. Once you select an account type, investment goal, and complete an initial questionnaire you’ll be ready to go. Here’s how it works.
Decide on your investment goals, either short or long-term. Next, assess your risk appetite. Do you want to be conservative or aggressive or somewhere in between? Next, you’ll receive a recommended model portfolio. There are 14 investment portfolios to choose from.
Now it’s time to fund the account. With a minimum investment of $5000 and a .5 percent annual advisory fee, you’ll be on your way. The automated money management process begins immediately and will continue adjusting as needed.
You’ll be able to monitor and track your progress at any time. The Fifth Third mobile app offers another way to check in on how things are going.
To get started with this easy-to-use investment service, head to 53.com/optifi today.