A Smart Way to Start Investing

Our automated service makes it affordable and profitable to start investing with less than $100,000.

With less than $100,000 to invest, quality financial services can be hard to find. And expensive.

Autovest solves these problems. This fully automated service offers online enrollment and uses an algorithm to customize and manage your portfolio at a fraction of the cost of a Wall Street bank.

Optimize Performance and Reduce Risk

We invest your account in a risk-adjusted, globally diversified portfolio of low-cost ETFs.

We leverage the power of software and automation to make sure your portfolio is being properly managed 24 hours a day, 7 days a week:

  • Auto re-balance
  • Dividend re-invest
  • Tax loss harvesting
  • Auto contributions and distributions
Optimize performance and reduce risk
Superior service, better value

Superior Service, Better Value

We cut all the hidden expenses out of investing and hand the savings over to you. That enables us to offer a personal relationship and financial plan at a fraction of the cost of a greedy Wall Street bank.

We’ve also created the most transparent investment experience on the planet. Access your portfolio anytime, anywhere from your desktop, tablet or phone:

  • Low-cost trades.
  • ETFs instead of mutual funds.
  • Management Fee: .75% annual Assets Under Management AUM

Simple Sign Up – Online Enrollment

We have taken the entire investment process – from enrollment to distributions – and put it online. It takes less than 5 minutes to enroll, fund your account and begin investing.

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Investment Management — Simplified.

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