We have combined Betterment's automated technology platform with our 3-D Endowment Investment Philosophy®, offering six ETF models to bring you a personalized, goals-based wealth management solution.
Differentiated portfolios go beyond just stocks and bonds
Access to a CFP investment adviser representative
Minimum Investment $1
Weekly personal finance e-newsletter
Tax Loss Harvesting Option
0.53% Asset-based fee (No additional Transaction/Commissions Costs)