Portfolios built
to power
your practice

Access portfolios with flexible investment options and automated management tools to better serve your clients.

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Your expertise at scale.

Select from over 1,500 ETFs to customize model portfolios with ease. Build unique asset classes and allocations, add your own capital market assumptions, and assign to clients in moments.

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Access Dimensional Funds.

Construct portfolios with Dimensional Funds, including automated onboarding, transfers, and rebalances—at one of the lowest costs in the industry.

Get approved to use Dimensional Funds
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Turnkey portfolios.

Put our investment insights and fiduciary resources to work for you. Take advantage of curated portfolios that match your clients’ values and goals—while simplifying your investment management.

Core

Well-diversified, low-cost, and built for long-term investing. Features an especially broad collection of stocks and bonds from across the world.

  • Broad exposure to undervalued U.S. companies
  • Diversified stocks and bonds from across the world
  • Invests in municipal bonds to help improve returns for taxable accounts
Original Stocks and bonds

Innovative Technology

A well-diversified portfolio focused on high-growth potential companies such as clean energy, semiconductors, robots, virtual reality, blockchain, and nanotechnology along with increased exposure to risk.

  • Broad exposure to future-focused economies in one portfolio
  • Regularly brings in new companies indicating a focus on innovation
Stocks and bonds New

Broad Impact

Invests in companies that rank highly on environmental, social, and corporate governance (ESG) criteria without compromising potential long-term performance.

  • Diversified, relatively low-cost portfolio built for long-term investing
  • Invests in positive global impact without compromising potential gains
  • Uses shareholder engagement to incentivize more socially responsible corporate behavior
Socially responsible Stocks and bonds

Climate Impact

Invests in companies with lower carbon emissions and the funding of green projects while still helping you achieve potential long-term growth.

  • Diversified, relatively low-cost portfolio built for long-term investing
  • Invests in positive climate impact without compromising potential gains
  • Uses shareholder engagement to incentivize more socially responsible corporate behavior
Socially responsible Stocks and bonds

Social Impact

Provides broad diversified exposure with a greater focus on companies actively working toward minority empowerment and gender diversity as part of your long-term strategy.

  • Diversified, relatively low-cost portfolio built for long-term investing
  • Invests in positive social impact without compromising potential gains
  • Uses shareholder engagement to incentivize more socially responsible corporate behavior
Socially responsible Stocks and bonds

Goldman Sachs Smart Beta

Targets companies that have potential to outperform the broader market over the long term. Diverse and relatively low-cost, but with higher exposure to risk.

  • Offers higher potential returns along with increased risk
  • Well-rounded portfolio focused on value, quality, and low-volatility
Stocks and bonds

BlackRock Target Income

A 100% bond portfolio with different income yields to help protect you against stock market volatility.

  • Built to keep volatility low and generate a steady stream of income
  • Offers four income yields at varying levels of risk
  • The default state for the BlackRock Target Income Portfolio is the Core Target Income strategy, one of four selections available for this bond-only portfolio. 3 other allocations can be selected. The portfolio performance display includes historical performance from the portfolio inception date of Sept. 13, 2017, and historical performance includes all portfolio model changes and fund selection decisions since that date. No default state in the tool should be taken as a recommendation; Betterment’s investment advice is made available to clients through its application.
Bonds only

Cash Reserve

A 100% cash account that earns 3.75% APY (variable)*, carries no-fee on your balance, and is FDIC-insured up to $1M at our program banks ($2M for joint accounts)†.

  • A secure, FDIC-insured home for your cash at our program banks
  • Earn interest with a variable annual percent yield
Cash only

Vanguard portfolio (CRSP Series)

Total return model portfolios seeking to provide broad exposure to U.S. and international equities and U.S. and international investment-grade taxable bonds in an asset allocation framework.

  • Broad global diversification with over 19,000 securities available
  • No intentional tactical overlays or factor bets within the asset classes
Stocks and bonds

Universe

Broadly invest in the crypto landscape with one portfolio. Get diversification across decentralized finance, payments, the metaverse, and more.

  • Broad exposure to the crypto landscape
  • Includes established coins like Bitcoin and Ethereum
New Crypto

Sustainable

Greater emphasis on crypto assets either utilizing less energy to validate transactions or are on a clear path to sustainable energy usage.

  • Invests in crypto working towards reducing energy consumption and lower carbon emissions
  • Includes established coins as part of a diversified portfolio
New Crypto

Metaverse

More exposure to crypto assets focused on new forms of digital experience, from gaming to collectibles to even real estate.

  • Exposure to digital commerce facilitated through the metaverse
  • Includes established coins as part of a diversified portfolio
New Crypto

Decentralized Finance

Increased focus on crypto assets offering financial services such as banking, loans, and mortgages without relying on centralized institutions.

  • Broad exposure to crypto-based decentralized financial services
  • Includes established coins as part of a diversified portfolio
New Crypto

Your automated investing tools.

  • Smart rebalancing.

    Our automated, multi-pronged strategy focuses on tax efficiency while working to ensure that portfolios align with stated objectives.

  • Tax Loss Harvesting+.

    Employ automated tax loss harvesting strategies at the flip of a switch designed to minimize tax impact.

  • Tax-coordinated portfolios.

    We automate asset location across household accounts to shelter investment growth and help clients keep more of their returns.

Let’s grow your practice together.

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