FutureAdvisor is an online investment robo-advisor that automatically manages your investments. It uses modern portfolio theory (or MPT) to build and maintain a portfolio to maximize your return based on certain levels of risk indicated by your investor profile.
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Online Financial Advisor & Investing Advice / FutureAdvisor
- Your money stays with established institutions you know such as TD Ameritrade and Fidelity
- Manage investments holistically by linking external accounts to ensure each account’s benefits (tax deferrals or flexible investment options) are maximized
- Licensed advisors and service specialists are ready to help you understand what’s going on in your portfolio
- Proprietary algorithm to monitor trading and review your portfolio daily for tax-saving opportunities