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Automated wealth

Set the goal. We keep the discipline.

Answer a few questions and an automated advisor builds a diversified portfolio, reinvests dividends, rebalances on drift, and harvests tax losses — for one flat fee, with no per-trade drag and no emotional selling.

Open an account See pricing

Your plan

A portfolio matched to your timeline.

We translate your goal and risk tolerance into a diversified mix across equities, bonds, and more — then keep it on track as markets and your life change.

  • Diversified by design across asset classes and regions.
  • Low-cost building blocks — mostly broad, low-expense funds.
  • A glidepath that grows more conservative as your goal nears.

Recommended plan

Balanced · 6/10
  • Equities55%
  • Bonds20%
  • Crypto12%
  • Cash8%
  • Alts5%

What the advisor does for you

Hands-off, not hands-tied.

Auto-rebalancing

Brings your mix back to target when markets push it off course.

Tax-loss harvesting

Looks to realize losses that can offset gains, where the rules allow.

Dividend reinvestment

Puts income back to work automatically, compounding over time.

Glidepath management

Shifts toward stability as your target date approaches.

Goal tracking

Shows whether you're on pace and what a change in contributions would do.

Drift alerts

Tells you when and why the advisor acted on your behalf.

How we build your plan

Three questions away from invested.

  1. Step 1

    Tell us the goal

    Your timeline, risk tolerance, and what the money is for.

  2. Step 2

    We build the portfolio

    A diversified allocation mapped to your glidepath.

  3. Step 3

    It stays on track

    Rebalancing and tax optimization run automatically.

Fees, in one number

The advisor charges a single flat advisory rate per year on managed assets — no commissions per trade and no performance fees. The underlying funds carry their own small expense ratios, as all funds do. [Insert your advisory rate and confirm what's included.]

A flat fee keeps incentives simple: we don't make more when you trade more.

A robo can be a great fit if…

  • you want a diversified plan without managing it yourself
  • you value consistency over hands-on control
  • you're investing toward a long-term goal

You might prefer self-directed if…

  • you want to pick individual securities
  • you enjoy researching and trading actively
  • you have a strategy you'd rather run yourself

You don't have to choose — many people run an automated plan alongside a self-directed account.

Questions, answered plainly.

How much does the advisor cost?

A flat annual advisory fee on managed assets, plus the underlying funds' own expense ratios. [Insert your rate.] No commissions, no performance fees.

Can I customize my portfolio?

You set the goal and risk level, and [describe any customization — e.g. excluding sectors or adding a crypto sleeve].

What is tax-loss harvesting?

Selling an investment at a loss to offset taxable gains, then maintaining your exposure within the rules. It can reduce your tax bill but isn't guaranteed to.

Can I withdraw anytime?

Yes. There are no lock-ups; withdrawals follow standard settlement and transfer timing.

Let discipline compound while you live your life.

A flat fee. No per-trade drag. No panic selling.

Open an account See pricing