Get Started...With More Choices

The alooola team of licensed financial advisors provides all of the investment management and advisory services to our members. 

 

We do, however, provide you with the freedom to select whether you would like have your money held at Fidelity or Charles Schwab (i.e. the custodian).  We work with these two institutions because they provide our member's accounts with additional security to protect their personal and financial information.

Note: Charles Schwab accounts will be opened on their "Institutional Intelligent Portfolios® ("IPP")" platform which requires that new accounts be at least $5,000 in value.  If you would like to open a smaller alooola account please click the "Fidelity" button above