What is BluVest?

BluVest is an online investment advisory service that invests clients’ assets pursuant to specific asset allocation models. The specific asset allocation model selected for a client depends on the client’s responses to an online questionnaire available on the BluVest Website.

Each model portfolio is designed to help clients meet a particular investment goal and invests substantially all of clients’ assets in mutual funds, exchange traded funds and other similar instruments.

There is further information contained in the ADV of HD Vest Advisory Services, the investment adviser for Bluvest’s online investment advisory services, which is available on the BluVest Website.

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