Investment plans
Compare with your eyes open.
Example portfolios for a demo account. Ranges are illustrative, not forecasts, and returns are never guaranteed.
Starter
A conservative entry with a heavier bond and cash tilt.
Minimum
$500
Indicative range
−2% to +4%
Duration
12 months
Annual fee
0.50%
Includes
- Quarterly rebalancing
- Performance reporting
- Allocation overview
- Fee transparency
Growth
Balanced exposure across equities and bonds, rebalanced quarterly.
Minimum
$2,500
Indicative range
−6% to +9%
Duration
Flexible
Annual fee
0.85%
Includes
- Quarterly rebalancing
- Performance reporting
- Allocation overview
- Fee transparency
Professional
Growth-oriented allocation with a broader real-asset mix.
Minimum
$10,000
Indicative range
−12% to +14%
Duration
Flexible
Annual fee
1.25%
Includes
- Quarterly rebalancing
- Performance reporting
- Allocation overview
- Fee transparency
Premium
A higher-volatility, multi-asset strategy for longer horizons.
Minimum
$50,000
Indicative range
−18% to +20%
Duration
24 months
Annual fee
1.50%
Includes
- Quarterly rebalancing
- Performance reporting
- Allocation overview
- Fee transparency
Responsible investing notice
All figures are illustrative demo data. Investments involve risk, including possible loss of principal. Returns are not guaranteed, and past performance does not predict future results.