Digital Investment Solutions by Fragasso provides customized portfolios based on your financial goals, investment time frame and risk tolerance.This easy-to-use platform puts you in control, and you’ll benefit from the oversight of our credentialed portfolio management team and financial advisors.Fragasso monitors your portfolio, so you can focus your time on the things that matter most to you.
How It Works
We get to know you.
At Fragasso, our Digital Investment Solutions process begins the same way our uniformly-applied client experience begins with all our clients – by focusing on your goals.Whether you are saving for retirement and have a 401k account from a previous employer that you’d like to invest or perhaps you’re consolidating investments, in any case, our system has the tools to help you work toward your goals.
Define your approach.
In addition to your goals, your risk comfort level and investment timeline are important factors that are taken into consideration.We can help you determine those levels when building your profile.Or, if you are a more experienced investor, you can select your own model portfolio.Interested in learning more about the portfolios and Fragasso’s investment philosophy?
Enjoy the ease of Digital Investment Solutions by Fragasso.
Your funds are invested in a portfolio tailored to your needs, and we rebalance your account regularly according to the right mix of your risk and return parameters.Track your progress by accessing your secure financial dashboard from the privacy of your home computer, laptop or mobile device.
Minimum Account Size – Initial account should be opened with a minimum of $5,000.00
Support Available – Client support is available via email Monday thru Friday from 9am – 5pm EST.
Ready to open your account?
You can transfer assets from existing accounts and/or set-up an automatic deposit.We recommended visiting our Get Started page to review our account opening checklist, so you can start investing right away.