We’ll recommend a diverse mix of stock and bond ETFs that are aligned with your goals. You’ll have exposure to a range of industries and economies so you have multiple opportunities for growth and won’t be tied to the fate of a single stock.
Exchange-Traded Funds (ETFs) combine a collection of assets like stocks or bonds into one single fund. ETFs trade on an exchange like a stock. All the ETFs in our portfolios have made it through a rigorous selection process.
Day-to-day investment work is handled for you: we monitor your portfolio daily and automatically rebalance your account periodically to keep it aligned with your goal.
We’ll ask some questions about your risk tolerance and timeline to identify your investment goal.
Select an investment strategy that best resonates with your point of view. Then, we’ll recommend a portfolio based on what you shared with us.
Once you’re set up, we’ll continue to do the work, monitoring your portfolio daily and rebalancing your account periodically to keep it aligned to your target allocation.