We use an advanced algorithm
And the insight of veteran financial services professionals to build and continuously manage a portfolio of low-cost, mutual funds and exchange traded funds (ETFs)
You will complete a brief questionnaire and choose from a set of customized ETF portfolios. We will review your portfolio and confirm that it is properly allocated based on your risk profile.
Your portfolio will be invested in multiple asset classes including stocks, fixed income, real estate, commodities and an interest-earning cash component.
The algorithm does the rest with automatic rebalancing – the process of buying and selling portions of a portfolio in order to keep your asset allocation in check.
Automatic portfolio monitoring and rebalancing to keep portfolios aligned to clients’ chosen investment strategies*
A combination of low-cost global ETFs and FDIC-insured cash that pays an indexed, market-based interest rate
Multiple asset classes across domestic, international and emerging market stocks, bonds, real estate and commodities
Professionally managed portfolios without any trading commissions and custody fees
Automated tax-loss harvesting available for portfolios starting at $50,000
*$5,000 minimum investment.
Customized portfolios designed by fiduciary investment professionals and tailored to your tolerance for risk during market movements
Dedicated mobile app provides visualizations of your portfolio and asset allocation
Paperless onboarding experience accessible from any desktop or mobile device