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BuildingBenjamins

價格:免費

更新日期:2019-01-16

檔案大小:14 MB

目前版本:1.1

版本需求:需要 iOS 11.0 或以上版本。與 iPhone、iPad 及 iPod touch 相容。

支援語言:英語

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Investing just got wiser.

Building Benjamins is an automated investing service that helps people to protect, grow, and manage their investments and plan for their financial futures. We use the latest technology to offer intelligently designed, customized portfolios that merge the best of low-cost investments and alternative strategies into a wiser way to invest.

You can use Building Benjamin's mobile app to securely access & manage your investment accounts.

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We utilize strong, bank-level, security to ensure the safety and privacy of your account; specific protections include:

- Fraud Protection: We protect your account from unauthorized activity.

- SIPC Account Protection: Securities in your account are SIPC

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protected up to $500,000 (including $250,000 for claims for cash).

TD Ameritrade, Inc. provides additional coverage to supplement SIPC.

- Privacy Protection: We will never sell your personal information to a third party.

All return figures shown are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.

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Building Benjamins is a service of Tradition Capital Management, LLC., an SEC (Securities and Exchange Commission) Registered Investment Adviser under the Federal Investment Advisers Act, and provides portfolio management and related services for a fee. Nothing should be considered a solicitation to buy or an offer to sell shares of any security or service in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. Investing in stocks and other risk assets could result in losses and positive returns are not guaranteed. Diversification only reduces the risk of capital loss but does not eliminate these risks. Expected return and expected risk are not forecasted returns or risks but are only statistical definitions for modeling purposes. Financial assets are also exposed to potential inflation and liquidity risks. Past performance is no indication to future results, and all investments could lose value in the future. Copies of the ADV and Privacy policy are available upon request. The information provided is not written or intended as direct investment advice or recommendations, tax or legal advice and in the context of such may not especially be relied on for purposes of avoiding any tax penalties in any jurisdiction. Individuals are encouraged to seek advice from their own respective tax, legal, accounting, or personal planning professional as the case may be. Individuals involved in the estate planning process should work with estate planning professionals. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets.

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支援平台:iPhone, iPad