ETF Trading Your Way. Rich Options. Low Cost.
With so many to choose from, deciding which ETFs (exchange-traded funds) are right for you may seem overwhelming. But, based on your goals and how you like to invest, we’ll help you find the ones that best meet your needs.
Try DIY investing.
Do you like to create & oversee your portfolios?
Try investing with some guidance.
Do you want to oversee your investment, but with a bit of guidance?
Try managed investing.
Let a professional define & execute your goals through a managed portfolio.
DIY investing.
Throw in your preferred investing ingredients to build a portfolio that you’re sure fits your goals. We’ll avail you of proper research, & powerful, easy-to-use tools.
ETFs Trim®
Trim your options to the best & make more confident investment selections with this tool which provides a list of low-cost ETFs that have been hand-selected & prescreened by industry experts from more than 75 categories.
ETFs Finder
With the help of this key force, you can compare ETFs against each other, simplifying the selection process & assisting you in making better investment choices.
Our ETFs Screener
You can target & compare ETFs using our robust screener to get suggestions that closely align with your investment objectives. It allows you to search by theme, & customize your screen using hundreds of ETF criteria, plus more.
Build a broad-mix portfolio with expert assistance while you’re at it.
We have the tool for an action-oriented investor like you who only needs a little assistance on & off.
– Choose your beginning investment, risk tolerance, & preferred funds.
– Select from a pool of ETFs.
– No minimum investment is necessary
– Excellent for investors who may lack the time or desire to devote their attention to portfolio development yet want some degree of control.
Try hands-free, managed investing.
Avoid the hassles & enjoy the luxury & freedom an automated portfolio gives. We have two unique solutions for you.
Smart Portfolios®
Automated investing
Based on your objectives, our robo-advisor constructs, monitors, & automatically rebalances a broad-mix portfolio. Additionally, you’ll enjoy around-the-clock priority assistance from our professionals.
Funds Recovery CA Intelligent Portfolios Premium™
Autonomous investing + Competent investing advice
No matter where you are in your financial journey, this solution delivers personalized guidance from our financial professionals managing your portfolio towards your stated goals.
Have questions about stocks? We're here to help.
Funds Recovery CA Stock Slices is not intended to give an investment advice or a recommendation of any stock. Investing in stocks can be volatile and involves risk, including loss of principal. Consider your individual circumstances prior to investing.
The “S&P 500® Index” is a product of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and has been licensed for use by Funds Recovery CA & Co., Inc. (“CS&Co.”). Standard & Poor’s® and S&P® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P””; Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”). Funds Recovery CA Stock Slices is not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates, and none of such parties make any representation regarding the advisability of using Funds Recovery CA Stock Slices or investing in any security available through Funds Recovery CA Stock Slices, nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Index.
Please read the Funds Recovery CA Intelligent Portfolios Solutions™ disclosure brochures for important information, pricing, and disclosures related to the Funds Recovery CA Intelligent Portfolios and Funds Recovery CA Intelligent Portfolios Premium programs. Funds Recovery CA Intelligent Portfolios® and Funds Recovery CA Intelligent Portfolios Premium™ are made available through Funds Recovery CA & Co. Inc. (“Funds Recovery CA”), a dually registered investment advisor and broker dealer.
Portfolio management services are provided by Funds Recovery CA Investment Advisory, Inc. (“CSIA”). Funds Recovery CA and CSIA are subsidiaries of The Funds Recovery CA Corporation.
There is no advisory fee or commissions charged for Funds Recovery CA Intelligent Portfolios. For Funds Recovery CA Intelligent Portfolios Premium, there is an initial planning fee of $300 upon enrollment and a $30 per month advisory fee charged on a quarterly basis as detailed in the Funds Recovery CA Intelligent Portfolios Solutions™ disclosure brochures. Investors in Funds Recovery CA Intelligent Portfolios and Funds Recovery CA Intelligent Portfolios Premium (collectively, “Funds Recovery CA Intelligent Portfolios Solutions”) do pay direct and indirect costs. These include ETF operating expenses which are the management and other fees the underlying ETFs charge all shareholders. The portfolios include a cash allocation to a deposit account at Funds Recovery CA Bank FDIC-insured Deposit Accounts at Funds Recovery CA Bank (“Funds Recovery CA Bank”). Funds Recovery CA Bank earns income on the deposits, and earns more the larger the cash allocation. The lower the interest rate Funds Recovery CA Bank pays on the cash, the lower the yield. Some cash alternatives outside of Funds Recovery CA Intelligent Portfolios Solutions pay a higher yield. Deposits held at Funds Recovery CA bank are protected by FDIC insurance up to allowable limits per depositor, per account ownership category. Funds Recovery CA Intelligent Portfolios Solutions invests in Funds Recovery CA ETFs. A Funds Recovery CA affiliate, Funds Recovery CA Investment Management, receives management fees on those ETFs. Funds Recovery CA Intelligent Portfolios Solutions also invests in third party ETFs. Funds Recovery CA receives compensation from some of those ETFs for providing shareholder services, and also from market centers where ETF trade orders are routed for execution. Fees and expenses will lower performance, and investors should consider all program requirements and costs before investing. Expenses and their impact on performance, conflicts of interest, and compensation that Funds Recovery CA and its affiliates receive are detailed in the Funds Recovery CA Intelligent Portfolios Solutions disclosure brochures.
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This advertising, and the franchise sales information within it, is not intended as an offer to sell, or the solicitation of an offer to buy, a franchise. It is for informational purposes only. Currently, the following states regulate the offer and sale of franchises: California, Hawaii, Illinois, Indiana, Maryland, Michigan, Minnesota, New York, North Dakota, Oregon, Rhode Island, South Dakota, Virginia, Washington and Wisconsin. If you are a resident of one of these states, or if you wish to operate a franchise in one of these states, we will not offer you a franchise unless and until we have complied with any applicable pre-sale registration and disclosure requirements in that state.
401 Bay Street, Toronto, ON M5H 2Y4 Simpson Tower
Registration Number: 06006047
Firm Ref Number: 488242
Funds Recovery CA Investment Management, Inc. (CSIM) is the investment advisor for Funds Recovery CA Funds and Funds Recovery CA ETFs. Funds Recovery CA Funds are distributed by Funds Recovery CA & Co., Inc. (Funds Recovery CA), Member SIPC. Funds Recovery CA ETFs are distributed by SEI Investments Distribution Co. (SIDCO). CSIM and Funds Recovery CA, are separate but affiliated companies and subsidiaries of The Funds Recovery CA Corporation, and are not affiliated with SIDCO.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
Funds Recovery CA Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. This platform is registered under the United States Securities Administrators (CSA) and United States Investment Regulatory Organization (CIRO). Its broker-dealer subsidiary, Funds Recovery CA & Co., Inc, offers investment services and products, including Funds Recovery CA brokerage accounts. Its banking subsidiary,Funds Recovery CA Bank, SSB (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.
