We offer a quick and easy way for you to invest for your future. Digital Advisor is an automated service hosted by one of our custodians, Folio, aimed at everyday investors of all ages. Open an account online in minutes by answering a few questions, and Digital Advisor will recommend investment options that fit your life and your goals, based upon your risk tolerance.
Digital Advisor helps you build an investment portfolio, guided by a sophisticated algorithm that maximizes efficiency and minimizes taxes and fees. It automatically rebalances your portfolio over time to ensure that your investment mix always aligns with your goals. Plus, it makes it easy for you to save for any goal and to stay on track through all types of market conditions.
Our Digital Advisor can help you get started down the path to financial independence quickly and conveniently. Open an investment account now and put your money to work for you.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Automated Portfolio Management services are delivered to you through an automated and interactive web-based investment management system (i.e., “digital advisory” services). This web-based investment program is made available to our clients through an arrangement with Folio Investments, Inc. aka FolioFN Investments, Inc. (“FolioFN”), an unaffiliated SEC registered investment advisor firm and registered broker-dealer, (member FINRA/SIPC). The investment advice rendered under this program is tailored to meet your individual investment needs and objectives and is delivered exclusively based upon information you submit during the electronic account opening process.
Investment advisory services are offered through Penn Investment Advisors, Inc. , a Registered Investment Advisor. Penn Investment Advisors is a wholly owned subsidiary of Penn Community Bank (Bank). Penn Investment Advisors does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Penn Investment Advisors are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations of the Bank or guaranteed by the Bank and involve investment risks, including possible loss of principal amount invested.
NO BANK GUARANTEE | NOT A DEPOSIT | NOT FDIC INSURED
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | MAY LOSE VALUE