Passive index investing is a proven strategy – but ETFs and mutual funds have drawbacks. By using individual stocks and fractional shares, we unlock enhanced customization, plus lower fees and taxes.
We’ll strategically offset capital gains, choose tax-efficient securities, and utilize the right account types so you pay less to the IRS and keep more of what you earn.
Our investment strategies are multi-asset class, globally diversified, and personalized to you. We’ll optimize based on your goals, projected savings, tax status, risk tolerance, and time horizon.
Environmental, social, and governance (ESG) filters let you align your values with your investments. Easily tilt your portfolio towards the companies doing the most good, and exclude those you want to avoid.
Set a recurring contribution to systematically add money over time. Some of the most successful investors use this technique to avoid emotional decisions and the poor timing that results from them.
Traditional and Roth IRA options allow you to take full advantage of tax-deferred and tax-free growth opportunities. We’ll even help you decide how much to save in each to maximize your chance of success.