WealthBuilder Investing focuses on helping you understand and manage investment risk tolerance, as well as increasing your chances for goal achievement. We offer a variety of portfolios to help ensure we have one that is personalized to your needs.
While most of our clients invest in the Traditional Asset Allocation portfolio, we also offer additional strategies for those interested in Socially Responsible Investing (SRI), Target Income-generation, and Smart Beta that attempts to outperform the market.
Each portfolio is customized for your individual goal level, and adjusts its allocation or target income based on your situation and time horizon.
WealthBuilder Portfolios Learn more at wealthbuilderinvesting.com
Investing based on your unique financial needs
– No account minimums
– No commissions
– Annual fee ranges from 0.40% – 1.50%
EASY TO UNDERSTAND PERSONALIZED FINANCIAL ADVICE
Find out how much you can invest towards your goals, your recommended portfolio mix, and more
GLOBALLY DIVERSIFIED PORTFOLIOS
Created from a pool of hundreds of low cost Exchange Traded Funds (ETFs) and/or no-load mutual funds across major fund families. Investment portfolios chosen to maximize your potential return at various levels of risk across domestic and international markets
VARIED INVESTMENT THEMES
Varied investment themes:
Traditional Asset allocation, Socially Responsible Investing, Smart Beta and Target Income strategies
NO FEES TO BUY OR SELL
No additional fees to buy or sell securities in your portfolios