Simplified Investors Services

Online Investment Access

An efficient solution for smaller accounts.

While we believe developing a comprehensive, personalized understanding of our clients on an ongoing basis provides for the best opportunity for successfully managing their wealth, we understand this model does not work for everyone. For example, some investors are not looking for assistance in planning for retirement through life’s inevitable changes. Instead, they simply want professional investment management without the personalized services.

For that reason, Bukaty Companies Financial Services has developed a web-based, robo advisory service to provide a cost-efficient means to obtain online investment management services.

Our Robo Advisor Service is an online resource that you can instantly use to

  • Create a personalized strategy and investment profile
  • Control how customized or automated your investment strategy is
  • Make informed decisions with clear and accessible online resources
  • Engage with your strategy, plan and investments, when, where and how much you want