Because you

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How it works

Create Safe Portfolios

Start building safe portfolios. Just answer a few questions to start investing safely

Connect Your Account

Connect to your online broker and start investing in your safe portfolios

Secure Your Wealth

Secure your financial future with your safe portfolios

Let's make investing safe

All-Star Funds

Create safe portfolios with the best ETFs on the market, all rated by Morningstar©. You don't have to know anything about financial markets

No Hidden Costs

Stop paying high fees for simple investment products, and/or unnecessary transaction costs like most investors do

360° Active Protection

Protect your money from market swings. Your safe portfolios will invest and rebalance automatically

Separately Managed

Signup to create your safe portfolio, activate your Separately Managed Account (SMA) with a 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 to enjoy more time with friends and family

25,329

Hrs to build our great platform

29,156

Cups of coffee to keep us going strong

Blog Features

All you need to know before you start investing money

The 5 Most Annoying Things you are Too Busy to be doing with your money in 2021

Jan 15th

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 2021. #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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