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What is in my portfolio?

Dynamic Mix Strategy portfolio is constructed by a combination of ETFs, Stocks, and Bonds to minimize volatility while achieving high return to not only beat market index but also outperform traditional mutual funds. 

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  • ©2020 Zinvest Financial Service LLC. Investment advisory services provided by Zinvest Financial Service LLC., an SEC registered investment advisor. All rights reserved. Zinvest Financial insists on legal and compliant operation, all business activities have been approved by the relevant regulatory authorities. For information about our advisory services, please view our ADV Part 2A Brochure & Relationship Summary.
  • Investment management accounts of Zinvest Financial customers are held in custody by Velox Clearing LLC, member of FINRA, NYSE, SIPC. Velox Clearing LLC may provide custody, execution, confirmation, settlement and/or delivery services to Zinvest Financial. More information about broker dealers can be found here. All cash and securities held in Velox custodial brokerage accounts are protected by SIPC up to $500,000, with a limit of $250,000 for cash.
  • Zinvest Financial LLC and Velox Clearing LLC are wholly-owned subsidiaries of Velox Holdings Inc.
  • Free trading or investing of stocks refers to $0 trading fee or management fee for Zinvest Financial self-directed individual cash or margin accounts that trade U.S. listed securities via mobile devices or Web. Relevant SEC, FINRA and other third party fees may apply. Please see the Fee Schedule.
  • Please carefully consider the portfolio's investment objective, risks, and charges before investing.
  • Investing involves risk; Principal loss is possible.
  • The performance figures and returns data presented herein is a back-tested result for advertising purpose and should not be considered indicative of future results.
  • There is no assurance that the portfolio will achieve its investment objective.
  • Investment return will be reduced by the investment advisory fees and any other expenses that the client may incur in the management of an investment advisory account.
  • Investment decisions should be made based on the client's specific financial needs, objectives, goals, time horizon and risk tolerance.
  • Portfolio presentation is for informational purposes only and is not intended as individual investment advice or as a recommendation of any particular security, strategy, or investment product.
  • Principal value and investment return of stocks, mutual funds, and other investment products will fluctuate. Investor's shares when redeemed are likely to be worth more or less than the original investment. Stocks, mutual funds, and other investment products are not FDIC insured, may lose value, and are not guaranteed by a bank or other financial institution.
  • Asset allocation and/or portfolio diversification does not guarantee better performance and cannot eliminate investment risk.
  • Past performance is no guarantee of future results. All securities involve risk and may result in loss. Trading of stocks and all other investments products involves substantial risk of loss and is not suitable for every investor. The value of stocks may fluctuate, and clients may lost more than their original investment.
  • Zinvest Financial does not provide any legal and tax advice. Securities held in Velox custodial brokerage accounts are not FDIC insured, are not subject to any bank guarantee, and may lose value. Cash held in Velox custodial accounts are not FDIC insured, and are not subject to any bank guarantee.
  • ETF transactions involve high risk. Before investing in ETF, it is important to carefully consider the objectives, risks and costs of the fund's investment, and to read the open instructions carefully. Leverage and reverse ETF may not be suitable for long-term investors. ETF may increase volatility risk by leveraging, derivatives and other complex investment strategies. Customers should obtain prospectuses from issuers and/or their third-party agents who distribute and make prospectuses available for review. ETFs are required to distribute portfolio gains to shareholders at year end. These gains may be generated by portfolio rebalancing or the need to meet diversification requirements. ETF trading will also generate tax consequences.
  • A person shall only become a client of Zinvest Financial when he or she has signed the Zinvest Financial advisory agreement and has acknowledged receiving all disclosures from Zinvest Financial.
  • Not FDIC Insured | No Bank Guarantee | May Lose Value
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  • Information and services of this website is provided by Zinvest Financial Holdings Limited.
  • Zinvest Global Limited is a wholly owned subsidiary of Zinvest Financial Holdings Limited.