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 and can be changed at any time.
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 changed to any timeline.
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 and personal needs. You can change your goal at any time.
Rooted in the institutional style of investing, MyRoboAdviser offers 100 ETF models for you to choose from. Models 20-100 diversify your investments into 3-Dimensions: Global Equities, Global Fixed Income and Global Risk-Managed.
Based on your goal and time horizon, our system will automatically choose an allocation for you. We also give you the option to customize and you can choose an allocation that is more conservative or aggressive. To view the breakdown for all 100 models, click on the image to the right.