INVESTING MADE EASY

Explore how we can work together using the industry's most advanced wealth management technology platform.

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Innovative Technology

The Digital Advisor uses proprietary algorithms to rebalance your account automatically based on market conditions - at no additional cost to you.

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Straightforward

Answer a few questions, choose your portfolio, and open your account. Our account-opening team will walk you through funding your account.

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Strategic Rebalancing

Automatically rebalances, invests, and reallocates. We don't charge you additional transaction fees to buy and sell securities.

Our technology is purpose-builtOur solutions are designed based on decades of enterprise technology experience. Whether we are helping an upstart advisory firm or a global financial institution, we believe that three core groups must be served in an integrated way – clients, advisors and home office personnel

Your Portfolio is Built Based on Your Needs

✓ Risk
The amount of risk you take is based on your personality.

✓ Time Frame
Your portfolio also takes your investment time frame into account.

✓ Diversification
Using multiple assets types protects you from excessive risk.

✓ TAX-EFFICIENT TRADING AND REBALANCING
Based on your account type, trading and rebalancing are done in a tax-efficient way.

✓ PERFORMANCE REPORTING
A clear snap shot of how your investments are performing is essential.

Custom Features

✓ Low Volatility Portfolios
Designed to smooth out market swings.

✓ Online Account Opening
That is paperless and seamless – saving valuable time.

✓ Online Account Transfer
Straightforward account transfer without having to make a phone call in most cases.

✓ Billing
Management fee automatically billed every quarter in arrears. 

Getting Started is Easy

When you access our Digital Advisor, we will ask a few basic questions, including your goals, timeline, and risk tolerance. We will then generate a personalized portfolio recommendation based upon your answers.

We will follow up annually to make sure you are still in the right portfolio based on your current situation.

EF Hutton Investments LLC, has partnered with TD Ameritrade to offer our managed platform.  TD Ameritrade – Member FINRA and SIPC.

Options trading carries additional risks and may not be suitable for all investors. Before adding options to your trading strategy, carefully understand the risk by downloading the Characteristics and Risks of Standardized Options and Supplements (PDF) from The Options Clearing Corporation. Options Trading is offered through Tradier Brokerage.
Margin trading involves risk and interest charges. There is the potential to lose more than deposited or to deposit additional funds into your account. Certain option strategies require adding margin trading to your brokerage account. Margin is offered through Tradier Brokerage.
EF Hutton does not provide opinions, tax, legal, or accounting advice.
EF Hutton Financial Corp. has partnered with Tradier Brokerage Inc. to offer EasyTrade Plans. Tradier Brokerage – Member FINRA and SIPC. EasyTrade Plans are self-directed. All accounts are carried and cleared with APEX Clearing Corporation. For a detailed explanation of fees click here.
EF Hutton Investments LLC, an SEC Registered Investment Advisor, has partnered with TD Ameritrade to offer our managed platform. TD Ameritrade – Member FINRA and SIPC

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