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Personalized portfolios, expertly-built for you

Get a personalized portfolio built to meet your unique investment goals and preferences. Customize any and every aspect of your portfolio, including risk levels, holdings, allocations, states, and much more.

Check out some of our expert-built portfolios.

Take a look at some of the model portfolios being run our clients. See something you like? Let us know, and we'll help you personalize it. All parameters can be fully-customized, so the possibilities are endless.

Moderate Growth

Objective: Growth

Risk level: 6/10

Holdings: IVV, VUG, VTV, SQQQ

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Conservative Growth

Objective: Growth

Risk level: 4/10

Holdings: IVV, VUG, VTV

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Aggressive Growth

Objective: Growth

Risk level: 8/10

Holdings: IVV, VUG, VGT, SQQQ

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Having trouble deciding? Book a free consultation with our Founder.

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