Portfolios built
to power
your practice

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

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

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

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

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

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

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

A 100% cash account that earns 3.20% 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

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

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

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

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

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