Instructions to retrieve 2021 Tax Documents are found under Resource Center – Tax Forms.

A New Path to Investment

1DB is committed to promoting financial well-being for investors at all stages of their financial lives. Our products and services are designed to help investors across their financial journeys, whether they have just a few dollars to invest or have complex fiscal lives and need help managing it all.

We are here for you wherever you are. 1DB provides a variety of products and services that blend automated investment, financial planning and wealth management to position clients to achieve their financial goals. We offer a new path to financial well-being by serving clients with widely varied goals through products that offer a holistic perspective on financial management.

Digital Advisor

Many investment decisions can be automated using data analytics technologies to understand the market and react accordingly. Artificial intelligence and machine learning continue to accelerate the sophistication of automated investment, and our Digital Advisor solution provides clients with an opportunity to streamline how their money is managed.

Through our Digital Advisor, individuals are able to invest any amount of money. We allow clients to start with our Digital Advisor for just $1. Transactions and decisions are highly automated, creating considerable value for those seeking a simple, accessible pathway to investment.

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Financial Services

1DB is not just about investing. Our goal is to help clients build toward long-term financial health and wealth. We support our investment solutions with a range of financial services that empower clients to manage their fiscal lives more easily and take full advantage of their opportunities.

 

Some of our services include:

  • Digital Advisory
  • College savings programs
  • Insurance
  • Retirement planning
  • Wealth management
  • Estate planning

MyCFO

Just about anybody can benefit from the advice and support of a CFO (Chief Financial Officer). A CFO specializes in providing financial guidance, accounting services and business consulting. Many businesses employ CFOs to provide the big-picture financial leadership they need to keep up with day-to-day fiscal demands while planning for the future.

The MyCFO service is available both for businesses seeking some financial management help or individuals dealing with complex financial lives.

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Investment is for everyone. At 1DB, we create opportunities for individuals to invest and get the support they need to grow their wealth and manage it effectively. We do this through a blend of automated and personalized services that make it easier to get involved in and take advantage of investment opportunities. Contact us to learn more about our services and how we can help you achieve your financial goals.