Benefits - MyRoboAdviser
List of benefits for clients of MyRoboAdviser.com, including investment strategy, use of ETFs, tax efficiency, ease of use, convenience, no minimum investment and no transaction fees.
Endowment Investment Strategy, personalied portfolios, no investment minimum, ETFs, Exchange Traded Funds, Automated Deposits, Tax Efficient Portfolios, Automated Rebalancing, No Transaction Costs, Fractional Shares
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Benefits

PROVIDING A SMARTER INVESTMENT EXPERIENCE

MyRoboAdviser.com combines institutional quality investment strategies, smart technology and the benefits of ETFs to help guide you toward your financial goals with an enhanced investing experience, including:

ENDOWMENT INVESTMENT PHILOSOPHY®

3 Dimensional portfolios combining equities, bonds & liquid alternative investments

INVESTING USING ETFs

Exchange Traded Funds seek to reduce costs, offer tax efficiency,holdings transparency & daily liquidity

CONVENIENT

Its easy to get started and monitor your progress. Open an account in just a few clicks

ACCESSIBLE

Access your account anytime, anywhere, from any device or smart phone

PERSONALIZED PORTFOLIOS

100 unique goals-based portfolios means theres one matching your needs and time horizon

NO TRANSACTION COSTS

Avoid costly commissions on trades. Our asset based fee means you incur no trading fees when making transactions in your account.

AUTOMATED REBALANCING

With regular, automated rebalancing your asset allocation never drifts excessively

AUTOMATED DEPOSITS

Schedule automatic transfers from your checking account online

NO INVESTMENT MINIMUMS

Start reaching for your investment future today and add to your investments anytime

TAX EFFICIENT

Short-term capital gains exposure is kept to a minimum with automated account management

FRACTIONAL SHARES

We support fractional shares to maximize every dollar you have invested

ELEGANT EXPERIENCE

One click deposits, withdrawals, and asset allocation. Timely and electronic statements

ADVANCED INVESTMENT TECHNOLOGY TAILORED FOR YOU

Whether you’re an experienced investor or just getting started, our automated investment platform seeks to help you to achieve optimal returns for your different goals. Our tools and features include automated rebalancing, tax loss harvesting, and the use of fractional shares to help your money work harder for you.

With the use of sophisticated algorithms, behavioral guardrails, and an elegant interface, our platform seeks to maximize your long-term performance to help you reach your personal goals.

MORE TIME

Today, technology can accomplish tasks faster than humans. Tax-loss harvesting, rebalancing and reinvestment of dividends, and even cash flows.

SAVE MONEY

Our customers pay one simple all-inclusive 0.60% (60 bps) management fee. No trading fees & no commissions.

LOWER TAXES

We seek to optimize investment returns tax-efficiently, with Tax Loss Harvesting and other tools.

ENHANCE YOUR RETURNS WITH TAX LOSS HARVESTING+™

The Tax Loss Harvesting+™ solution is applied to your holdings, seeking to improve your after-tax returns. Previously only available to the wealthiest investors, this fully automated system is now accessible at no additional cost to our clients.

SECURITY & PRIVACY

Our platform partner, Betterment Institutional operates the browser interface utilizing encryption technology.  All data is stored on servers in a secure facility, and they implement systematic processes and procedures for securing and storing data.

We protect the privacy of your information and will never share your data with any third party without your permission. For more information, please review our Privacy Policy.

OUR FEE STRUCTURE

Our customers pay one simple all-inclusive fee of:

0.60% annually

There are no additional trading fees & no commissions.