Frequently Asked Questions

How do I get started with an account at Sentara Investors?

Altruist agreement details

Account types (Individual, Joint, IRA, Roth IRA, etc)

Risk Tolerance and finding your model

Adding funds to your accounts (Bank link deposits, rollovers, brokerage account transfers)

Investment deep-dive

Saving for Retirement

Education or children accounts

Life Insurance

Resources for budgeting and becoming Fiscally Fit

Advanced services for Estate Planning and Wealth Management