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Invest like a seasoned portfolio manager, even if you're not.

You want to invest in the stock market, but you might not have the time or expertise to do it yourself. Look no further — we are here to help. Get your expert-built and fully-customizable portfolio with a few easy steps. Automate the big picture, and we'll handle all the hard stuff. All for one, low fee of 0.25% per year.

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Invest with states.

Think of your portfolio as having three states: aggressive, moderate, and conservative. We automatically switch between states based on market conditions.

Aggressive: When market conditions are ideal, we switch to an aggressive state to capitalize on market upside.

Moderate: Under typical market conditions, we switch to a moderate state for balanced results.

Conservative: When the markets are uncertain, we switch to a conservative state to minimize losses.

States visualized.

This chart shows the simulated performance of a client-made portfolio vs. the S&P 500.

The shaded areas correspond to different states of the portfolio.

Green = Aggressive

Blue = Moderate

Red = Conservative

Some key observations:

  • In April 2020, the Federal Reserve dropped interest rates to 0% to boost economic growth in response to COVID-19. We switched to an aggressive state to capitalize on market upside.

  • In 2022, the market dropped due largely to rampant inflation and rising interest rates. We switched to a conservative state to limit losses.

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Personalized portfolios, expertly-built for you

Our Founder explains how customized portfolios work.

Interested in learning more?

One, low fee of 0.25% per year. No minimums. No lockups.

Create your own portfolio and see how it performs. You can customize your portfolio's composition, its states, and much more.

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