Help Portfolios

What is a portfolio?

A portfolio is a collection of investments, usually to reach a singular goal. Some portfolios will be made of up assets best suited for being in retirement, while others could contain assets best suited for saving for a car. These assets and the portfolios them selves typically have large management fees associated with them but ours have the lowest fees in the industry.

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What is the Right Portfolio for me?

We use 11 different factors to figure out what the perfect level of risk vs. return is. Depending on the savings goal these risk levels could be different - because saving for retirement and a new car are two different things. Answering the signup questionnaire is the best way to figure out the level of risk you're looking to tolerate.

Learn more about the portfolios we offer