SaveDaily To Attend and Present at Financial Services Exchange Conference
Company Levels Investment Field for Smaller Savers
SEAL BEACH, Calif., Oct. 24, 2012 /PRNewswire/ -- SaveDaily, Inc. (OTCBB: SAVY), a leading provider of low cost mutual fund investing platforms used by financial institutions, will be presenting its business strategy and value proposition to investors, investment bankers, and broker-dealers at 11:24 a.m. on Friday, October 26, 2012 at the Financial Services Exchange conference in Phoenix, Arizona. The conference begins on Thursday October 25th and runs through Saturday, October 27th at the Ritz Carlton.
"This is an opportunity for the financial community to discover our company and see what we are all about," said Jeff Mahony, SaveDaily CEO. "Our goal is to provide the same caliber of investment advice and options to the mass market of Main Street savers as what is traditionally only offered to high net worth families."
SaveDaily's low cost, private label investment platform enables banks, brokerages, and non-traditional financial service providers to profitably offer high-end financial services to anyone – regardless of income, account size, or activity levels. Account holders can purchase shares of virtually any mutual fund offered in the U.S., with no minimums and no transaction fees. SaveDaily provides complete 24×7 web access for opening accounts, making investments, redeeming shares or viewing transaction histories. People can invest directly in their mutual fund accounts from their existing checking accounts. They can also set up regularly scheduled deductions from payroll or other sources.
"If you want to take a dollar and split it across several funds that usually require a $100,000 minimum investment, you can do that here," continued Mr. Mahony. "You can use our educational and assessment tools to determine what is best suited for your current situation and goals. As things change, you can easily adjust your investment portfolio at any time. We don't charge any transaction or management fees – only a small monthly fee that covers everything. We believe that we have effectively leveled the investment field for smaller investors."
The company's presentation will provide details on how it provides these services to Main Street savers, how it partners with leading financial institutions, its business model and its current state of affairs. The presentation will be available on the company's website beginning Friday, October 26th at http://savedailyinc.com/investor-relations/.
About Financial Service Exchange (FSX)
FSX is the premier investment conference organization in the United States. Founded in 1983, FSX is a national organization comprised of independent FINRA broker/dealer firms. Through a series of regularly scheduled investment conferences, FSX brings these firms together with the purpose of sharing information and showcasing investment opportunities. The organization has hosted consecutive quarterly conferences for more than 25 years. FSX is one of the most reputable and established national alliances in the country for independent broker/dealers and their firms.
SaveDaily, Inc. (OTCBB: SAVY) is a leading provider of ultra-low cost, private label platform services that enable banks, brokerages and non-traditional financial service providers to profitably offer high-end financial services to anyone, regardless of income, account size, or activity levels. The company offers investments and record-keeping services to its intermediary partners as well as directly to clients through a variety of white-labeled interfaces. SaveDaily owns its proprietary financial services platform, which has been in production for over three years, to help financial intermediaries succeed in bringing suitable and affordable investment services to everyday savers and investors. SaveDaily, through its financial services partners, has the capability of making virtually all mutual funds available to its clients. SaveDaily conducts its business through its wholly-owned subsidiary, SaveDaily.com, Inc., which is headquartered in Seal Beach, California and is a Registered Investment Advisor with the Securities and Exchange Commission. For more information, visit www.savedaily.com.
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SOURCE SaveDaily, Inc.