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Investment Advice is offered through Ola Invierte, LLC. An SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Services are only offered to clients or prospective clients where Ola Invierte LLC and its representatives are properly licensed or exempt from licensure.
Traditional Investment Brokerage Services & Custody: Brokerage services are provided to clients of Ola Invierte, LLC by Betterment Securities, an SEC-registered broker-dealer and member of FINRA /SIPC, and Apex Clearing Corporation, a third-party SEC registered broker-dealer and member FINRA/SIPC.
Digital Asset Trading Services & Custody: Digital asset trading services and custody are provided by Gemini Trust Company, LLC. For further details regarding the custody of assets, including cash, held at Gemini Trust Company, please see your Gemini user agreement.
Betterment Checking: Betterment Checking is made available through Betterment Financial LLC. Checking accounts and the Betterment Visa Debit Card provided by and issued by nbkc bank, Member FDIC. Neither Betterment LLC nor Betterment Financial LLC, nor any of their affiliates, is a bank.
†Betterment Cash Reserve ("Cash Reserve") is offered by Betterment LLC. Clients of Betterment LLC participate in Cash Reserve through their brokerage account held at Betterment Securities. Neither Betterment LLC nor any of its affiliates is a bank. Through Cash Reserve, clients' funds are deposited into one or more banks ("Program Banks") where the funds earn a variable interest rate and are eligible for FDIC insurance. Cash Reserve provides Betterment clients with the opportunity to earn interest on cash intended to purchase securities through Betterment LLC and Betterment Securities. Cash Reserve should not be viewed as a long-term investment option.
Past performance is not indicative of future results. Information presented on this website is for informational purposes only and does not intend to make an offer or solicitation to sell or purchase any securities.
All investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to consult with a tax professional before implementing any investment strategy.
Testimonials are from people not compensated for sharing their opinions and experiences with our firm. Any compensation creates a conflict of interest.
