Company Performance Metrics
Jorge A. Betancourt: Founder & CEO
Investplex.com is a robo-advisor registered with the U.S. Securities and Exchange Commission that uses technology and modern portfolio theory to help individuals around the world build and manage a low-cost ETF investment portfolio based on their own willingness and ability to take risk. InvestPlex’s online advisory services consist of advice on
allocating your investments to meet your specific investment goals, tracking the performance of your portfolio, monitoring your portfolio, and alerting you when it needs to be rebalanced. It also gives you advice on how to rebalance the portfolio.
At InvestPlex, we don’t use mutual funds when building investment portfolios because of their expensive sales and management fees; it is not a trading platform because we don’t believe in trading in and out of the market to create and maintain wealth; it is based on a subscription fee model ($8.99/Month) in order to avoid conflict of interest and it doesn’t offer custody services so any client can use the service and execute the portfolio suggestions with any bank or broker dealer that currently has custody of the client’s funds.
