Why MyRoboAdviser.com
NO TRANSACTION COSTS
Avoid costly commissions on trades. Our asset based fee means you incur no trading fees when making transactions in your account.
NO INVESTMENT MINIMUMS
Start reaching for your investment future today and add to your investments anytime
GOALS BASED
6 unique goals-based portfolios to match your needs and time horizon
AUTOMATED REBALANCING
With regular, automated rebalancing your asset allocation never drifts excessively
ACCESS TO AN ADVISER
Questions? Speak with one of our CFP Investment Adviser Representatives for no extra charge
INVESTING USING ETFs
Exchange Traded Funds seek to reduce costs, offer tax efficiency,holdings transparency & daily liquidity
TAX LOSS HARVESTING
Short-term capital gains exposure is kept to a minimum with automated account management
AUTOMATED DEPOSITS
Schedule automatic transfers from your checking account online
FRACTIONAL SHARES
We support fractional shares to maximize every dollar you have invested
WEEKLY PERSONAL FINANCE NEWSLETTER
Offers tips to navigate our platform and helpful content on relevant personal financial topics
CONVENIENT
Its easy to get started and monitor your progress. Open an account in just a few clicks
ENDOWMENT INVESTMENT PHILOSOPHY®
3 Dimensional portfolios combining equities, bonds & liquid alternative investments
ACCESSIBLE
Access your account anytime, anywhere, from any device or smart phone
ELEGANT EXPERIENCE
One click deposits, withdrawals, and asset allocation. Timely and electronic statements
QUARTERLY REVIEW LETTER
Receive status updates on your progress and personalized recommendations to guide you moving forward
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 0.53% (53 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 strongly encourage all clients to enable Two-Factor Authentication to help prevent unauthorized access to your account.
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:
0.53% annually
There are no additional trading fees & no commissions.