No matter where you are in life, we are your investment solution.

The iInvest® Advantage:

  • No minimum investment requirements.
  • No trade fees, no transfer fees, no rebalancing fees, no hidden fees.
  • Strive to achieve better returns utilizing:

    • Better Behavior
  • Low-cost, globally diversified investment portfolios, designed to optimize performance at all risk levels.
  • Access to sophisticated financial planning tools, utilizing Betterment and MoneyGuidePro® technology.
  • Sync external accounts to get a clear view of your money.
  • Unlimited access to the iInvest® support team.
  • Access to the iInvest® Newsletter and Alert service.
  • Download the iInvest® App.

A modern and streamlined user experience on all of your devices!

A Mobile Investment Experience

Historically better results

iInvest® portfolio’s utilizing Betterment, one of our technology partners, would have outperformed the average private client investor in almost all periods over the last decade. Learn more about how we determined this.

Even better results

Our TacticalSHIFT®, an optional strategy for clients, is designed to move more assets away from stocks and into bonds (become more conservative) when the iInvest® models determine high stock market risk. We make the portfolio shifts for you, therefore helping to remove the negative effects of human emotion from the investment equation. TacticalSHIFT® is a similar service to what one of our registered investment advisors might be able to provide you, with the only difference being that it is completely automated.

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iInvest® is a fiduciary advisor

iInvest® is essentially a registered investment advisor, which means we have a “fiduciary duty”, by law, to act in the best interests of our clients, putting clients ahead of our own interests at all times. The world of investment advice is plagued with conflicts of interest, obscure disclosure, and an overall lack of transparency. Seeking out an investment adviser who will act as your fiduciary can help to eliminate many of the problems associated with commission-oriented, product focused advisors.

Learn more about iInvest® today

If you are looking to secure and protect your financial future, there is no better way to do so than to utilize the automated portfolio management tool known as iInvest®. The iInvest®  tool offers a number of financial management tools that can be used to monitor and manage your financial assets in all market types.

If you would like to learn more about this innovative portfolio management and investment tool we urge you to get in touch with one of our investment advisors or financial planners today. We look forward to helping you make money — and protect it once you do.