See how our team builds portfolios and can help you put your money to work.
*Visuals, including values, are for illustrative purposes only.
This tool is for illustrative purposes only. Actual asset allocations of Marcus Invest portfolios may vary.
We believe your portfolio should align with your personal perspective on investing, so we give you the opportunity to choose from three different portfolio themes. Each of these themes is available at various risk levels, ranging from conservative to aggressive.
Goldman Sachs
For people who believe it’s hard to beat the market’s average returns and prefer to track market benchmarks.
Our Core portfolios include funds that invest in companies based on their market capitalization. You’ll be invested in a mix of asset classes like U.S. stocks, international stocks and investment-grade bonds.
Goldman Sachs
For people who want to support sustainable business practices and avoid environmental and social harm while tracking market benchmarks.
Built with the same diversification approach as our Core portfolios, but invests in select funds that meet certain environmental, social and governance (ESG) criteria. This portfolio avoids sectors like coal, tobacco and firearms.
Goldman Sachs
For investors who are willing to withstand more variability to market benchmarks for potential higher long-term gains, and want to be invested in Goldman Sachs ETFs.
Goldman Sachs ETFs evaluate assets using a proprietary methodology that scores companies on fundamental and technical factors of performance, instead of market capitalization. These ETFs invest more heavily in assets with high performance scores. Note: not available for IRAs.
Learn more about our portfolio themes.
Diversifying with different types of assets is key to optimizing your portfolio through market ups and downs. We use factor-based asset allocation and risk analytics to understand different sources of returns, so your portfolio’s assets can work together to help maximize returns while balancing risk over time. Here are some of the factors we look at:
Learn more about the asset classes that we consider for our portfolios.
About this asset class:
This asset class could provide income exempt from federal tax, although state and local income taxes can still apply.
About this asset class:
This asset class is generally less sensitive to interest rate changes and reduces portfolio volatility, compared to bonds with longer maturities.
About this asset class:
This asset class could provide income exempt from federal tax, although state and local income taxes can still apply.
About this asset class:
This asset class is expected to reduce a portfolio's volatility over the long-term compared to equities. It could also provide income in the form of interest.
About this asset class:
This asset class could provide exposure to bonds issued by companies that are below investment grade and may provide attractive income.
About this asset class:
This asset class may provide long-term appreciation by investing in large domestic companies and protect against inflation over long time horizons.
About this asset class:
This asset class could provide exposure to the global economic growth potential of developed economies like the U.K., Europe, Japan and others.
About this asset class:
This asset class generally has higher risk than larger-capitalization stocks, but they provide exposure to the higher growth potential of smaller domestic companies.
About this asset class:
This asset class could provide exposure to the higher growth potential of emerging markets, like China, South Korea, India and others.
About this asset class:
This asset class could provide exposure to larger domestic companies that have lower valuations than the broader market and may enhance overall portfolio risk-adjusted returns over time.
About this asset class:
This asset class may over time enhance overall portfolio risk-adjusted returns by investing in smaller domestic companies that have lower valuations than the broader market.
About this asset class:
This asset class could provide diversification benefits through domestic real estate (REITs) exposure, in addition to generating income.
About this asset class:
This asset class could provide diversification benefits through international real estate (REITs) exposure, in addition to generating income.
We focus on finding the ETFs that we think are best suited for our portfolio themes, whether they are from Goldman Sachs or another institution. In addition to the Goldman Sachs ETFs we include in our Smart Beta strategy, all third-party ETFs in our portfolios have undergone extensive quantitative and qualitative analysis. In other words, we do our homework.
Once you’re set up, our team provides daily monitoring and will rebalance your assets when needed to keep your account aligned to your target allocation. It’s one of the ways that Marcus Invest could help make your life easier. Anytime you’d like to check your investments, it’s easy to do so online or on the app.
We’ll ask some questions about your risk tolerance and timeline to identify your investment goal.
Select a portfolio theme 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.
Check out more Marcus Invest FAQs or give us a call at 1-833-720-6468 and we'll be happy to help.