Summary
This document is a guide that outlines the investment advisory services provided by Ally Invest Advisors, specifically focusing on Robo Portfolios and Invest Simply. It details the conditions under which these services may be suitable for potential clients, including minimum investment amounts and preferences for professional management. The guide explains the account-opening process, where clients choose between different portfolio types and answer questions regarding their investment needs. It also describes the fee structures associated with the services, highlighting the differences between Cash-Enhanced and Market-Focused Robo Portfolios. Additionally, the document addresses potential conflicts of interest related to the affiliated broker-dealer and provides contact information for customer service inquiries. The guide emphasizes the fiduciary duty of the advisors to act in the best interests of their clients while managing investments through a web-based platform.
