What Are Automated Portfolios?
Automated Portfolios are investment solutions, offering diverse strategies to suit various goals, risk tolerance, and investment horizons. They offer a modern approach to investing, blending the simplicity of technology with the expertise of financial professionals.
With automation at the core, these portfolios are designed for effortless investing, including automatic rebalancing to remain aligned with its objectives.
Investing with purpose and vision
Investing is not just about growth and returns; it's about building a better, more stable future. Inspired by this vision, our Portfolios are designed not only to optimize financial performance but also to contribute meaningfully to your life's journey and aspirations.
Automated Portfolios
Max 1 year
Savings for “Now”
T-Bills Portfolios
Short term / Immediate cash / Minimal risk
Portfolios of U.S. Treasury Bills, backed by the U.S. Government.
Good for:
- Emergency Fund
- Savings
- Vacations
1-3 years
Finances for “Soon”
iBonds® Portfolios
Medium term / Funds for the near future / Low risk
Diversified portfolios of a basket of bonds with fixed maturity dates.
Ideal for:
- Down payment on a home
- Home renovation
- Starting a business
+3 years
Investment for “Later”
Model Portfolios
Long term / Wealth for the future / Moderate risk
Globally diversified multi-asset portfolios, tailored to the investor's profile.
Perfect for:
- Retirement
- Education
- Financial security
Why choose our Automated Portfolios?
Diverse & strategic
Efficient investment instruments
Customized to your profile
Professionally managed
Simple and convenient
Automated investing & rebalancing
Effortless deposit and withdrawal operations
If your goals change, you can move between our Automated Portfolios without restrictions or costs.
Start Your Investment Journey Today!
Embark on an investment path that's right for you.
Simply open an account, answer a few questions to choose your portfolio and let us handle the rest.