MCLEAN, Va., June 17, 2016 /PRNewswire/ -- Capital One Investing, a full service brokerage offering a range of investment solutions including advised and self-directed digital accounts, today announced the launch of Capital One Investing Advisor Connect, providing customers across the country access to unbiased advice and a new set of managed portfolios.
Through Advisor Connect, Capital One Investing offers a dynamic and flexible investing experience. There are no proprietary funds, and financial advisors are not compensated based on the products they sell – helping to ensure customers receive personalized advice designed to help them reach their individual goals.
Investors can speak to an Advisor Connect financial advisor for free at 1-844-804-9842, or visit Capital One Investing to learn more.
"At Capital One Investing, our goal is to build planning tools that help customers invest with confidence and manage portfolios in ways that work best for them. We're providing flexible solutions that fit seamlessly into everyday investors' busy lives," said Yvette Butler, president of Capital One Investing. "Advisor Connect marks a significant milestone on our journey to build a customer-first, conflict-free and transparent investing experience that empowers today's investors to plan for the long term."
Today's investors are increasingly seeking investment experiences and solutions that incorporate both digital technology and human advice and interaction as they engage in financial planning, particularly when their investing objectives change, when life becomes more complex, or when the markets are turbulent. In fact, Capital One Investing's 2016 Financial Freedom survey revealed three-quarters of today's investors prefer to receive advice from a financial advisor during times of market volatility.
In addition to the guidance and support of professional financial advisors, Advisor Connect clients now have access to Capital One Advisors Managed Portfolios, a new digitally powered advice solution that leverages investing technology, including automated monitoring and rebalancing, along with professional oversight.
Capital One Advisors Managed Portfolios offer a selection of portfolios designed to reflect an investor's goals, risk tolerance and investment horizon using low-cost, third-party ETFs. These portfolios are managed by Capital One Advisors Investment Committee, an experienced group of investment professionals who've applied established investing principles to each portfolio's design and construction. Investors can get started with Capital One Advisors Managed Portfolios with an initial investment of $25,000. Capital One Advisors Managed Portfolios are available for a 0.9 percent annual advisory fee.
"Many investors want to be involved in day-to-day management of their own finances and digital tools can do a great job keeping them on track and their portfolios balanced. But when life throws you a curve or your goals change, working with an advisor can help you pivot and reassess your game plan," Butler continued. "Advisor Connect provides the best of both worlds, access to great online tools along with support from personal financial advisors when you want or need it."
About Capital One Investing
Capital One Investing is a full-service brokerage offering a range of investment services including advised accounts and fully self-directed digital accounts. At Capital One Investing, we are focused on providing a transparent, accessible, straightforward investing experience through both advised and self-directed accounts and educating and empowering individual investors to help them get on the path to financial freedom.
About Capital One Advisors
Capital One Advisors, LLC ("COA") is a Washington Limited Liability Company that is registered as an investment adviser with the Securities and Exchange Commission. We provide affordable 401(k) investment advisory and ERISA 3(38) services to businesses and offer investment advisory services to retail clients.
Follow along on Facebook at Capital One Investing and on Twitter at @COFInvesting.
Securities are offered by Capital One Investing, LLC, a registered broker-dealer and Member FINRA/SIPC. Advisory services are provided by Capital One Advisors, LLC, an SEC registered investment advisor and a subsidiary of Capital One Financial Corporation. Insurance products are offered through Capital One Agency LLC. All are subsidiaries of Capital One Financial Corporation.
Securities and services are: Not FDIC insured • Not bank guaranteed • May lose value • Not a deposit • Not Insured by any Federal Government Agency
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SOURCE Capital One Financial Corporation
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