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Investment Portfolios Powered by the 3-D ENDOWMENT INVESTMENT PHILOSOPHY®

OUR GOAL IS TO EMPOWER YOU, THE INVESTOR, TO INTEGRATE YOUR PERSONAL GOALS AND OUR INVESTMENT PLATFORM.

We have combined Betterment's automated technology platform with our 3-D Endowment Investment Philosophy which incorporates 100 low-cost ETF models to bring you a personalized, goals-based wealth management solution.

Open Your Account
The Benefits You Will Enjoy

Minimum Investment $1

No Transaction/Commissions Costs

0.60% (60 bps) asset-based fee

Automated Rebalancing

Tax Loss Harvesting Option

Automated Deposits

MAKE THE MOST OF YOUR PERSONAL AND RETIREMENT SAVINGS!

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