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InvestRx Investment Accounts

Put your cash to work with one of our advisor-built portfolios. You won’t have to wonder if your investments are right for you, because one of our expert advisors will help you choose your model. 

And don’t worry about fees. We use low-cost index funds to keep more money in your pocket

 

What makes our accounts different?

Investing Designed for You

Specifically designed to accommodate the busy lives and unique needs of medical professionals, we blend the ease of technology with the personal touch of financial advisors.

More than a Robo-Advisor
Your financial future is too important to guess on how you should be invested. At InvestRx® a human advisor will help you open your account and pick your investment strategy.

Access to Experts
You get access to trained financial advisors who understand your needs as a healthcare professional.

Reduce Research Time
Our advisors pore over reports and develop effective investment models so you don’t have to.

Save Time

Your time is valuable. We want to honor that by giving you the most efficient money management platform possible. With InvestRx®, you can open and access your accounts and contact a registered financial advisor when it works best for you.

Save on Fees

Traditional financial advisors typically charge at least 1% to manage your money. 

At InvestRx® we charge between 0.5% and 0.6%.

Why pay more when you can get expert advice at half the price?

Diversified Accounts

You’ve heard the phrase “don’t put all your eggs in one basket”. Well that holds true when it comes to investing. But how do you know which eggs to put in your basket? That’s where we come in. 

We’ll make sure that your money is invested in the proper mix of stocks and bonds based on your goals and risk tolerance. Then we’ll rebalance to make sure it stays that way over time. 

Smart Investments

At InvestRx® we use simple, low-cost index funds, which have broad exposure to specific segments of the market. They’re also transparent, so you know exactly how your money is invested at all times.

The InvestRx Platform

Set Your Goals

Visualize your financial goals and the date you want to reach them.

Review Portfolio Recommendations

See the mix of investments we suggest based on your financial survey.

Monitor Your
Progress

Check in on how your accounts are doing and when you’ll reach your goals.

What You Get

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Access to Human Advisors

Never second guess if you’re making the right decision. Just ask

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Diversified portfolio

The right blend of investments tailored to your risk profile

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Auto-rebalancing

Periodic adjustments to your asset allocation to keep the mix you want
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Auto-deposits

A set-it-and-forget-it way to invest your money and save you time
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Smart investment platform

Everything visible in one place—you can even connect your bank accounts

Plans

Starter

$0k - $100k
  • 0.6% annual management fee
  • Diversified portfolio
  • Auto-rebalancing
  • Auto-deposits
  • Complimentary diagnostic call

Gold

FEATURED
$100k - $500k
  • 0.5% annual management fee
  • Diversified portfolio
  • Auto-rebalancing
  • Auto-deposits
  • Complimentary diagnostic call

Platinum

$500k+
  • 0.5% annual management fee
  • Financial Roadmap with annual check-up included
  • Diversified portfolio
  • Auto-rebalancing
  • Auto-deposits
  • Complimentary diagnostic call

A Smarter Way to Invest

Invest in the stock market.

Consolidate your retirement investments from past employers.

Meet virtually with an advisor at a convenient time in your busy schedule.

Control your investments without the hassle of DIY investing.

Get Started

Step 1:

Set Up Your InvestRx® Client Portal

When you first create your account, you’ll be prompted to answer a set of questions about your investment goals, time horizon, and risk tolerance.

These questions help us get a feel for how your portfolio should be invested, but don’t worry if you’re not sure about the answer. Your advisor will review everything with you once your account is created.

Once you have the client portal, you’ll be able to:

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Track your InvestRx® Investment accounts

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Update your risk tolerance and investment model

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Set and track financial goals

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Aggregate you outside accounts to see them all in one place

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Have access to your secure document vault

Would you rather walk through the Client Portal set-up process with an Advisor? No problem! Just jump to step two and book a call. We’d be happy to help you set up your portal before we talk about your accounts.

Create Your InvestRx® Client Portal

Step 2:

Book Your Account Creation Call

Once you’ve created your client portal, book a call with an InvestRx® Advisor.

On this call we’ll talk about:

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Your financial situation and investment goals

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Your personal risk tolerance

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The type of account you want to open

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Our investment recommendations

At InvestRx® we think education is the key to becoming comfortable with your finances. That’s why we offer support from real Advisors at every step of the way.

Self-Guided Account Opening:

We do offer the ability to open an account without the help of an InvestRx® Advisor. However, you will need to contact your advisor to move money into and out of your account.

Book Your Account Creation Call

Step 3:

Electronic Signatures

After your call, your advisor will send you an email with all of your account opening documents – which you’ll be able to sign electronically.

 

Going Forward:

Client Portal

Once your accounts are open, you’ll be able to see them in the account dashboard. You’ll also be able to request a change to your investment model, track performance, and communicate with your advisor.

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Money Movement

We’re currently working on an automated money movement tool. Until then, just give us a call during market hours (9:30 am – 3:00 pm EST) and we will get your order entered that day.

We’re Always Here

If you ever have questions or concerns about your account, your InvestRx® Advisors are always here to help. Book a complimentary 30-minute Diagnostic Call any time, or reach out via email and we’ll be happy to help.

Book A Complimentary Diagnostic Call

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InvestRx is a division of Capital Consulting & Asset Management. Investment management and advisory services are provided by Capital Consulting & Asset Management, Inc. (“CCAM”) a registered investment advisor with the Securities Exchange Commission (“SEC”). SEC Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC. For additional information on CCAM, please see our Disclosure Document (ADV Part 2).

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. CCAM relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. The information does not represent, warrant or imply that services, strategies or methods of analysis offered can or will predict future results, identify market tops or bottoms or insulate investors from losses. CCAM or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

All types of investing and investment strategies involve risk including the potential loss of principal. Equity investments are subject to market fluctuations. International and emerging markets may be more volatile and involve additional expenses and special risks. Small-company stocks as compared to large-company stocks entail additional risks, and may have greater price fluctuations. Bonds are exposed to credit and interest rate risk (when rates rise, bond fund prices generally fall).

Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance. An Index is a portfolio of specific securities (common examples are the S&P, DJIA, NASDAQ), the performance of which is often used as a benchmark in judging the relative performance of certain asset classes. Indexes are unmanaged portfolios and investors cannot invest directly in an index.

Insurance product guarantees are based on the financial strength and claims paying ability of the issuing insurance company.

Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. There is no assurance that a diversified portfolio will perform better than a non-diversified portfolio. Past performance is not a guarantee of future results.