Personalized, globally diversified and automatically rebalanced.
Portfolios professionally designed and optimized by Morningstar Investment Management.
Only 0.88% annual fee. Access to your money anytime at no cost.
Access your portfolio performance anytime from any device.
Low savings rates
You are not earning much interest in your savings account. You probably pay more in fees than you earn.
Financial advisors and mutual funds can charge as much as 5% annually with limited flexibility and hidden fees.
Complex stock picking
Picking stocks yourself is scary, complicated, risky. You don't have time.
The key to building wealth is with a globally diversified portfolio.
You pay only a 0.88% annual fee that is charged monthly.
No hidden fees
No commissions. No entry fee. No exit fee. No switching fee.
Free rebalancing of your portfolio and quarterly performance report.
Priority service and quarterly performance review.