Because you

Investing money just got a lot easier, make all the right investing moves, automatically!

go to Portfolio Wealthbuilder


How it works

Build smart portfolios

Answer a few specific questions to optimize your wealth with the right investment funds and the right investment options

Activate smart trading

Don't let brokers tell you what to buy or own, automatically make intelligent investment decisions to boost your wealth

Build your wealth

Building your wealth just got a lot easier, our smart portfolios are built to grow your money with persistence and active protection

WealthBuilder Portfolios

Because we want to make investing right for you

All-Star Funds

You don't have to know everything about financial markets, our platform is creating for you smart portfolios with the best ETFs on the market, all rated by Morningstar©

No Hidden Costs

Stop paying high fees for simple investment products, and/or unnecessary transaction costs like most investors do. Go for monthly fees that includes everything

360° Active Protection

You will never be too late again for investment opportunities. Your Wealthbuilder Portfolios will invest and rebalance automatically to protect your money from market swings

Separately Managed

Signup to build your Wealthbuilder Portfolio, activate your Separately Managed Account (SMA) with our Qualified Custodian and you can start investing immediately

Easy as 1-2-3

Our process for signup, account transfers, ACH is fully automated and secure. Make money deposits and withdrawals, transfer, rollover or consolidate your IRAs/401(k)

Secure Platform

Your money is safely held at Interactive Brokers LLC, a multi-award winning broker with $5bn in net capital equity, and securities accounts up to $500K are protected by SIPC

480

Hrs it will take to manage your money

480

Hrs for you to enjoy more time with your family

25,329

Hrs to build our great platform

29,156

Cups of coffee to keep us going strong

Blog Essentials

Essentials you need to know before investing money

The 5 Most Annoying Things you are Too Busy to be doing with your money in 2019

Jan 18th

It’s a new year and for busy people this is a time to re-evaluate how you are spending your time. Here are five time-consuming financial tasks that that those who have better things to do are too busy to be spending your time on in 2019. #1 Tracking gains, losses, and cost basis for your […]

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How Much Time It Actually Takes to Manage Your Own Money

Feb 16th

It can be shocking to look at how we spend our time. It’s common for successful people to look at their investment portfolios as a hobby – but should it really be treated that way? It is dubious that this approach benefits either the investor or the portfolio. Here’s an estimate of how much time […]

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5 Things Financial Advisors Do That Make You Lose Money

June 28th

Managing money is hard. We love to think that all financial advisors are greedy players like Leonardo DiCaprio in the movie The Wolf of Wall Street, but the reality is they are not. It takes a lot of dedication, persistence, and ability to endure humbling experiences to win clients. […]

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Investor Essentials

Learn how to become a smart investor