The Betterment portfolio is designed to achieve optimal returns at every level of risk through diversification, automated rebalancing, better behavior, and lower fees. Their goal-based investing framework and advice algorithm let customers know if they are on track to reach their investment goals like Retirement or a Safety Net Fund, in seconds. This will be added to Financial Sources Subject Tracer™. This will be added to Financial Sources for the Family Office.
posted by Marcus Zillman |
1:53 AM