We offer a new and innovative type of asset management called “robo advisor”.

A robo advisor can be a good solution for someone who does not want to hire a financial advisor, doesn’t have enough assets to hire a financial advisor yet, or for someone who does not want to select investments, place trades on their accounts and rebalance.

Robo advisors can automatically select investments and build a diversified portfolio for you. Once your funds are invested, on an ongoing basis, the software automatically makes changes to the investments to align your portfolio back to a target allocation.