Our goal is to help clients deal with life’s happenings and to get some guidance on how to set aside money to help them reach your financial goals (milestones).
Through our technology and unique business model, we can help clients start investing in their goals free of charge. By understanding what clients want to achieve, we automate things to help them stay on a path to success: from building financial plans to managing investments. We don't charge fees for our Core service and require a minimum balance of as low as $1.
With managed portfolios, clients can invest their way toward anything from retirement, to a new home, or a purchase that may seem far away.