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.
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.
Our clients can readily view their holdings, performance, account activity, balances, statements, and tax documents through Hoodoo's client portal.
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.
We educate our clients to get a clear objective for their investment portfolios. Clients will learn the most important factors in building wealth and increasing portfolio value.