With so many to choose from, deciding which ETFs (exchange-traded funds) are right for you may seem overwhelming. But, based on your goals and how you like to invest, we’ll help you find the ones that best meet your needs.
Do you like to create & oversee your portfolios?
Do you want to oversee your investment, but with a bit of guidance?
Let a professional define & execute your goals through a managed portfolio.
Throw in your preferred investing ingredients to build a portfolio that you’re sure fits your goals. We’ll avail you of proper research, & powerful, easy-to-use tools.
Trim your options to the best & make more confident investment selections with this tool which provides a list of low-cost ETFs that have been hand-selected & prescreened by industry experts from more than 75 categories.
With the help of this key force, you can compare ETFs against each other, simplifying the selection process & assisting you in making better investment choices.
You can target & compare ETFs using our robust screener to get suggestions that closely align with your investment objectives. It allows you to search by theme, & customize your screen using hundreds of ETF criteria, plus more.
We have the tool for an action-oriented investor like you who only needs a little assistance on & off.
– Choose your beginning investment, risk tolerance, & preferred funds.
– Select from a pool of ETFs.
– No minimum investment is necessary
– Excellent for investors who may lack the time or desire to devote their attention to portfolio development yet want some degree of control.
Avoid the hassles & enjoy the luxury & freedom an automated portfolio gives. We have two unique solutions for you.
Based on your objectives, our robo-advisor constructs, monitors, & automatically rebalances a broad-mix portfolio. Additionally, you’ll enjoy around-the-clock priority assistance from our professionals.
No matter where you are in your financial journey, this solution delivers personalized guidance from our financial professionals managing your portfolio towards your stated goals.
Finance Service Limited Stock Slices is not intended to give an investment advice or a recommendation of any stock. Investing in stocks can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.
The “S&P 500® Index” is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by Finance Service Limited & Co., Inc. (“CS&Co.”). Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P””; Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Finance Service Limited Stock Slices is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates, and none of such parties make any representation regarding the advisability of using Finance Service Limited Stock Slices or investing in any security available through Finance Service Limited Stock Slices, nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Index.
Please read the Finance Service Limited Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures related to the Finance Service Limited Intelligent Portfolios and Finance Service Limited Intelligent Portfolios Premium programs. Finance Service Limited Intelligent Portfolios® and Finance Service Limited Intelligent Portfolios Premium™ are made available through Finance Service Limited & Co. Inc. (“Finance Service Limited”), a dually registered investment advisor and broker dealer.
Portfolio management services are provided by Finance Service Limited Investment Advisory, Inc. (“CSIA”). Finance Service Limited and CSIA are subsidiaries of The Finance Service Limited Corporation.
There is no advisory fee or commissions charged for Finance Service Limited Intelligent Portfolios. For Finance Service Limited Intelligent Portfolios Premium, there is an initial planning fee of $300 upon enrollment and a $30 per month advisory fee charged on a quarterly basis as detailed in the Finance Service Limited Intelligent Portfolios Solutions™ disclosure brochures. Investors in Finance Service Limited Intelligent Portfolios and Finance Service Limited Intelligent Portfolios Premium (collectively, “Finance Service Limited Intelligent Portfolios Solutions”) do pay direct and indirect costs. These include ETF operating expenses which are the management and other fees the underlying ETFs charge all shareholders. The portfolios include a cash allocation to a deposit account at Finance Service Limited Bank FDIC-insured Deposit Accounts at Finance Service Limited Bank (“Finance Service Limited Bank”). Finance Service Limited Bank earns income on the deposits, and earns more the larger the cash allocation. The lower the interest rate Finance Service Limited Bank pays on the cash, the lower the yield. Some cash alternatives outside of Finance Service Limited Intelligent Portfolios Solutions pay a higher yield. Deposits held at Finance Service Limited bank are protected by FDIC insurance up to allowable limits per depositor, per account ownership category. Finance Service Limited Intelligent Portfolios Solutions invests in Finance Service Limited ETFs. A Finance Service Limited affiliate, Finance Service Limited Investment Management, receives management fees on those ETFs. Finance Service Limited Intelligent Portfolios Solutions also invests in third party ETFs. Finance Service Limited receives compensation from some of those ETFs for providing shareholder services, and also from market centers where ETF trade orders are routed for execution. Fees and expenses will lower performance, and investors should consider all program requirements and costs before investing. Expenses and their impact on performance, conflicts of interest, and compensation that Finance Service Limited and its affiliates receive are detailed in the Finance Service Limited Intelligent Portfolios Solutions disclosure brochures.
Credit Notice: From Investor’s Business Daily, January 24, 2022, ©2022 Investor’s Business Daily, Inc. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution or retransmission of this Content without express written permission is prohibited.
This advertising, and the franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington and Wisconsin. If you are a resident of one of these states, or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable pre-sale registration and disclosure requirements in that state.
6th Floor 5 Temple Court,Temple Street Liverpool Merseyside L2 5RH United Kingdom
3rd Floor, Edmund Street, Liverpool, England, L3 9NY
Registration Number: 06006047
Firm Ref Number: 488242
Finance Service Limited Investment Management, Inc. (CSIM) is the investment advisor for Finance Service Limited Funds and Finance Service Limited ETFs. Finance Service Limited Funds are distributed by Finance Service Limited & Co., Inc. (Finance Service Limited), Member SIPC. Finance Service Limited ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Finance Service Limited, are separate but affiliated companies and subsidiaries of The Finance Service Limited Corporation, and are not affiliated with SIDCO.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
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