all the benefits
opportunity from the best analysts, traders & investors in the world
active asset management custom-fit to you
a fully compliant, safe & easy signup experience & user dashboard
the strength of tradition paired with modern convenience
online access to our advisors on-demand
the freedom of no long-term contracts or complicated relationships
low, flat fees forever
We Are
Experienced Investors
Value Hunters
Humans
Leveraging Tech
Effective communicators
Highly focused
Honest & straightforward
Customer-centric
Opportunists
Strategic
Learn More via Audio
We Aren’t
Financial Planners
Tax specialists
Robo-Advisors
Fans of paper
Jacks of all trades
Freelancers
Selling insurance
On Wall Street
Overly serious
Expensive
Learn More via Audio
Our Expertise:
Existing 401(k)s
401(k) Rollovers
IRAs (all types)
Commodities
College Savings
Brokerage
Private Equity
Cryptocurrency
Grow Bigger, Live Better
We deliver world-class financial guidance for a low, flat fee
Copyright Bitsy Advisor® 2019
all the benefits
opportunity from the best analysts, traders & investors
in the world
active asset management custom-fit to you
a fully compliant, safe & easy signup process & user dashboard
the strength of tradition paired with modern convenience
online access to our
advisors on-demand
the freedom of no
long-term contracts or
complicated relationships
low, flat fees forever
We Are
Experienced Investors
Value Hunters
Humans
Leveraging Tech
Effective communicators
Highly focused
Honest & straightforward
Customer-centric
Opportunists
Strategic
Learn More via Audio
We Aren’t
Financial Planners
Tax specialists
Robo-Advisors
Fans of paper
Jacks of all trades
Freelancers
Selling insurance
On Wall Street
Overly serious
Expensive
Learn More via Audio
Our Expertise:
Existing 401(k)s
401(k) Rollovers
IRAs (all types)
College Savings
Brokerage
Private Equity
Commodities
Cryptocurrency
Grow Bigger, Live Better
We deliver world-class financial
guidance for a low, flat fee
Copyright Bitsy Advisor® 2019
