Human innovation.
Smart automation.
Investing
simplication.
Thanks to our human + machine dream
team, you sit back while we do the heavy
lifting. Get started with as little as $200.
Cushion with cash, or put more in the market
A streamlined investment tool that
presents
a perfectly diversified portfolio made
for you and
monitored by us guaranteeing over 153%
Annual rates of returns.
We offer two ways to allocate your
portfolio's funds.
Cash-enhanced
portfolio
Consider if: You want added
security in an inconsistent market.
Earn 153% in annual rate on the
cash buffer while maintaining a balanced
market-to-cash allocation.
- Absolutely no advisory fees
-
We
set aside 30% of your
portfolio in cash to act
as a buffer against volatility -
Earn
4.25% in annual interest
on the cash buffer, credited
monthly -
If
you take out money, we'll
automatically readjust what's
left to keep the same market-
to-cash allocation -
Available
for all 4 portfolio
types
Market-focused
portfolio
Consider if: You want most of
your
money in the market. Earn interest
on the cash portion and maintain a
market-to-cash allocation ratio.
-
0.30
annual advisory fee,
charged monthly -
Nearly
all your money's invested,
with only about 2% held as cash -
Earn
4.25% in annual interest
on the roughly 2% in cash,
credited monthly -
If
you take out money, we'll
automatically readjust what's
left to keep the same market-
to-cash allocation -
Available
for all 4 portfolio
types
Keep in mind, the interest rate is variable and may change after you open your account.
Hands-off investing has never been smarter.
We know you're busy. Let our intelligent tools work for you
Not your average robo-
advisor.
-
Diversified
portfolios designed by a team
of (human) specialists -
Managed and monitored
daily with our
smart technology and rebalanced as needed -
View perfomance and
track your goals
24/7 with our suite of digital tools -
Update your portfolio
goals any time as
your financial needs change
Benefits of Robo Portfolios
- Hands-Off Investing: Let our intelligent tools work for you.
- Diversified Portfolios: Managed and monitored daily by a team of specialists.
- Goal Tracking: Monitor performance and track your goals 24/7 using our digital tools.
Four portfolio based on what matters most to you
We'll help you choose one that best aligns with your future goals.
Highly diversified across domestic, international, and fixed-income assets. You can choose the amount of risk you are comfortable with, from conservative to aggressive. if you're ,ore of a hands-off investor, consider this portfolio type.
This portfolio type offers higher dividend yields, while maintaining a more conservative risk profile. Consider this portfolio type if you're most focused on yield and income.
If you make after-tax contributions to an investment account, this type of portfolio may help maximize your investments. If you're looking to invest using diverse mix of tax-advantaged, low-cost Exchange Traded Funds, consider this portfolio type.
Similar to our core portfolio, with greater weight given to companies that benchmark providers note as having strong environmental, social, or governance qualities. Consider this portfolio type if investing in companies deemed socially impactful is important to you.