Goals - MyRoboAdviser
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Goals

“Planning is bringing the future into the present so that you can do something about it now.”
-Alan Lakein, Businessman, Author

Unlimited goals for unlimited circumstances.
Each plan is customized for your specific objectives and time horizon.

Our platform allows you to mange multiple goals at the same time,
helping
 you build the right customized portfolio for each goal.

SAFETY NET

3 Year Horizon

This investment portfolio is designed to ensure you have a prudent emergency fund on hand without giving up potential growth over time. The investment portfolio is designed to manage volatility.

DREAM HOUSE

15 Year Horizon

Whether its your dream house, a new car, or the vacation you’ve always wanted to take, we provide a recommended investment portfolio based on your personal goal. The portfolio can be customized to any timeline.

RETIREMENT

25+ Year Horizon

This is a long-term investment account. We offer both taxable and tax-advantaged retirement accounts. Our advice customizes investment portfolios and suggests a monthly deposit according to your retirement age.

Helping you build your financial future

Above all else, we believe in the power of effective planning. Although investing is a key component in reaching your financial goals, there’s no guarantee that you’ll reach your goals without the right plan.

My Robo Adviser’s investment process takes into account your goals and your investment time horizon in order to create an effective and personalized asset allocation.