Virtual Financial Advisors
Luthuli Capital is a Virtual Financial Planning & Investment Management Firm.
What does it mean to be a virtual financial advisor?
We do not meet clients in a traditional office space. We work from our home offices and engage with clients in a secure, on-line video conferencing environment. Luthuli Capital transitioned to a 100% virtual practice in 2020 and we now serve clients all across the country.
The benefits of working with a virtual financial advisor
Save Time – Being virtual means you do not have to drive in traffic to our office. You can meet with us on your lunch break at work, from your couch at home or even while you are on vacation. If you have a device and the internet, we can meet.
Save Money – You don’t have to take time off work or hire a babysitter to meet with us since we do not hold strict 9-5 office hours. Meet us when it is convenient for you, from wherever you are, and save on travel costs.
Better for the Environment – Since we don’t drive to an office daily, and our clients are not required to drive to see us, there are less cars on the road and less carbon dioxide being emitted. In addition, we don’t print lengthy plans for our clients. Whenever possible, we minimize our consumption of paper, ink, and other supplies.
You Can Live Anywhere – No matter where our clients move to, we have been able to “move” with them and remain a constant in their lives.