Betterment Invest / Personalized Investment Advice

  • Betterment Invest takes sophisticated investing strategies and makes them better with personalized guidance and tax-smart technology.
  • A robo-advisor using the investment philosophy on modern portfolio theory with no minimum deposit required.
  • Automates tax-saving strategies like asset location and tax loss harvesting that work to help make the most of your investments behind the scenes.
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SKU: BRMT - 0001 Categories: , Tags: ,

Betterment Invest takes sophisticated investing strategies and makes them better with personalized guidance and tax-smart technology. Offers diversified portfolios for different kinds of investors with a range of funds to earn better returns within your risk level

Betterment is a good option for beginner investors and others who have low balances. There are additional benefits for using Betterment which may apply to those seeking a more hands-off approach, in retirement, and others seeking automatic rebalancing and users seeking goal-based tools.

The financial advice offering by actual experts is inexpensive compared with your traditional investment firms and independent hybrid advisors.

Additional information

Investing Type

Automated Investing

Key Features

Automatic Deposits, Automatic Rebalancing, Investment Tools, Retirement Planning, Tax Loss Harvesting

Minimum Deposit

$0

Investments Available

ETFs

Investment Portfolio

Goal Based Investing, Modern Portfolio Theory (MPT)

Fees

0.25%/yr Management Fee

Upgraded Service

Premium Option Available

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