PERSONALIZED
Portfolio Design
At Net Financial, we specialize in crafting investment portfolios that align with your unique financial goals, risk tolerance, and investment horizon.
Strategic Investment Approach
We prioritize diversification, capital preservation, and cost-effective investment options. Our portfolios primarily consist of Exchange Traded Funds (ETFs) and individual stocks, offering flexibility and tax efficiency. This approach allows us to respond swiftly to market changes and tailor strategies to your specific needs.
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Our Methodology
We adopt a long-term perspective, integrating economic cycles into our investment decisions. By anchoring portfolios with stable asset classes and incorporating diversified investments based on your risk profile, we aim to enhance potential returns while minimizing surprises.
At Net Financial, we take a disciplined, fiduciary approach to investment selection. Our core principles prioritize low fees, long-term consistency, and tax-efficient strategies. Unlike firms that outsource portfolio design, our in-house team builds and manages every model directly—giving us the flexibility to tailor portfolios to your unique needs. This hands-on approach is just one of the ways Net Financial stands apart from the rest.
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Commitment to Transparency
At Net Financial, our fiduciary responsibility is to you—the client. As an independent firm, we’re not limited to proprietary products or pre-set portfolios. Instead, we offer a wide array of investment solutions designed to fit your unique goals. Through strong partnerships with trusted financial institutions, we’re able to provide access to exclusive investment opportunities that are often out of reach for individual investors.
We believe in straightforward, transparent pricing. Our money management services are offered through a simple, flat percentage fee—free from hidden costs. Unlike many traditional firms, we avoid unnecessary charges such as 12b-1 fees and front- or back-end sales loads, which can diminish long-term returns. At Net Financial, we focus on delivering high-quality, cost-effective investment strategies that help you get the most from your financial journey.
Client-Centric Experience
Tailored Solutions
We assess your financial goals, risk tolerance, and timeline to develop a personalized wealth management plan that reflects your values.
Aligned Interests
Our flat-fee model means we succeed when you do. We manage your portfolio without the pressure of sales targets, ensuring decisions are made in your best interest.
Expert Consultation
Our team maintains regular communication, providing updates and addressing your questions promptly. We strive to build lasting relationships based on trust and confidence.
Get A Free Expert Opinion On Your Investments
Digitas Global, LLC dba Net Financial is a registered investment adviser with the Texas State Securities Board. Registration does not imply a certain level of skill or training. A copy of our current Form ADV Part 2A (Firm Brochure) discussing our advisory services, fees, and other important information is available upon request or at the SEC's investment adviser public information website www.adviserinfo.sec.gov. As a registered investment adviser, Digitas Global, LLC dba Net Financial has a fiduciary duty to act in the best interests of our clients at all times. Our fee structure is based on a percentage of assets under management. Detailed fee information is available in our Form ADV Part 2A. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal.
Net Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The information provided on this website is for general informational purposes only and should not be construed as personalized investment advice. Consult with a qualified financial advisor before making any investment decisions. Our firm has adopted a Code of Ethics to ensure we uphold our fiduciary duty to our clients. A copy is available upon request. Information about any disciplinary history for our firm can be found at the SEC's investment adviser public information website www.adviserinfo.sec.gov.
Contact Information:
Digitas Global, LLC dba Net Financial
24285 Katy Freeway, Suite 300, Katy, Texas 77494
Email: [email protected]
Phone: (346) 258-6100