PROFESSIONAL, AFFORDABLE PORTFOLIO RECOMMENDATIONS. WE’RE AN SEC-REGISTERED INVESTMENT ADVISOR WHO SPECIALIZES IN BUILDING
LOW-COST, RISK-APPROPRIATE PORTFOLIOS OF INDEX FUNDS AND ETFS. SOME
ADVISORS CHARGE HUNDREDS FOR PERSONALIZED PORTFOLIO RECOMMENDATIONS.
OURS START AT JUST $19. ROLL OVER THE BOX BELOW TO BEGIN.
Not ready to purchase a recommendation? No problem. Take the trial version of our risk questionnaire and get a free asset allocation recommendation.
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Whether you have $10,000 to invest or $10 Million, we can help you build a low-cost, risk-appropriate investment portfolio. Our online process typically takes less than 30 minutes to complete. Here’s how it works:
Step 1: Take our risk questionnaire. It’s quick and confidential.
Step 2: Choose a Portfolio Calculator:
Standard ($19) – Simple and effective. Best for first-time investors, those who value simplicity, and those with less than $30k to invest. View Sample>>
Advanced ($29) – Added exposure. Best for experienced investors with at least $30k to invest, all in tax-sheltered accounts (e.g., IRAs & 401(k)s). View Sample>>
Premier ($39) – Tax optimzed. Best for those with at least $30k in both tax-sheltered and taxable accounts. Recommends tax efficient fund placement. View Sample>>
Step 3: Get Your Recommendation. Each report includes specific index funds and ETFs, portfolio risk/return statistics, a summary of your risk profile, and other helpful tools and tips.
