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How it works

Build Portfolios

Answer the right questions to build automatically portfolios with the right investment funds for you

Start Investing

Don't let brokers tell you what to buy or own, start investing automatically with portfolios built for you

Build Wealth

Secure your financial future with all the investment opportunities found in your portfolio

We build Wealth for you

Start investing with the right moves

All-Star Funds

You don't have to know everything about financial markets, our platform is creating for you 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 smart 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


Hrs it will take to manage your money


Hrs to enjoy more time with friends and family


Hrs to build our great platform


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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