PORTFOLIO BUILDING
ONLINE INVESTING
INVESTMENT ACCOUNTS
We Provide you with Online Investment Accounts.
Wealth is not about having a lot of money; it’s about having a lot of assets. We help you manage your options & diversify your assets to build investment portfolios.
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Investment Automation: We build your portfolio with the use of our digital platform to make pre-programmed investing and trading decisions based on your financial planning goals.
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Self-Directed Accounts: Diversify your portfolio with alternative asset classes with the use of Self-Directed Investment Accounts. Hold Crypto & other alternative assets in your Retirement portfolio using Self-Directed IRA accounts.
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Customized Portfolios: We utilize our Online Investment Platform to build your Porfolio of Stock Market Assets. Customization creates a flexible structure that can be adjusted through time as an investor's needs change.
Portfolio Building
Online Accounts
Our Investment Planning process allows us to build your Customized Investment Portfolios that consist of Stocks, Bonds, Mutual Funds, & ETF Assets intended to achieve your goals. Your account includes:
- Investment Automation
- Fractional Shares
- Dollar Based Investing
- Commission Free Portfolio Trades
- No Investment Minimums
- Specialized Investment Portfolios
- Auto Rebalancing
- Tax Loss Harvesting
- Fiduciary Responsibility
- 24/7 Account Access
- Online Statements
Tax Free Crypto Investing Accounts
Digital currencies have become one of the most discussed alternative investment options over the past few years. These cryptocurrency assets may provide an additional opportunity for diversification beyond the traditional world of stocks, bonds and mutual funds. And while this technology is still in its infancy, many investors are now looking for a way to invest in this new alternative asset in tax-advantaged retirement accounts. Open a Hoodoo Financial Self-Directed IRA or ROTH and build a tax-advantage crypto portfolio for your retirement.
Self-Directed
P2P / MPL Accounts
Did you know many alternative asset investors lend money via online marketplaces through marketplace lending (MPL)? This investing method is also sometimes referred to as peer-to-peer (P2P) lending, social lending or crowd lending. Imagine using your retirement account as a small lending institution. With Hoodoo Financial's Self Directed accounts, you can even lend retirement account funds out to other individuals or companies via promissory notes with the benefit of earning interest on the loans.
Financial Technology
Our FinTech allows investors of all sizes and investment styles to enjoy the advantages of a flexible and diversified portfolio. Our Financial planning client portal can perform simple cash flow planning and goal-based assessments as well as detailed tax analysis and estate planning. Our Portfolio Investing Platform helps reduce the drain on your earnings from fees, trading commissions, and capital gains taxes. With Personalized Portfolios and Automated Investing, in contrast to mutual funds, we provide our clients with transparency and control over the securities their money is invested in.
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Fiduciary Responsibility
The Hoodoo platform is designed with our fiduciary obligations in mind. Everything about it, from trading to model management, supports our fiduciary responsibilities, including the ability to customize portfolios to our client's unique needs.
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Transparency
Our clients can readily view their holdings, performance, account activity, balances, statements, and tax documents through Hoodoo's client portal.
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Cost-Effectiveness
Hoodoo offers commission-free trading which means we can serve our clients as needed, with timely rebalances and new investments, changes to preferences and risk levels, all without the constraint of commissions or transaction fees.
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Online Accounts
- Investment Automation
- Fractional Shares
- Dollar Based Investing
- Commission Free Portfolio Trades
- No Investment Minimums
- Specialized Investment Portfolios
- Auto Re-balancing
- Tax Loss Harvesting
- Fiduciary Responsibility
- 24/7 Online Account Access