Smart Portfolio Management Tools
A range of advisor-driven and pre-built portfolio solutions, plus automated tools to manage client portfolios effectively and efficiently.
Advisor-driven portfolio solutions
Custom Model Portfolios
Build your own custom model portfolios of ETFs while leveraging all of Betterment’s sophisticated portfolio management features.
We’ll work with you to incorporate your firm’s capital market assumptions into our planning, advice, and projection features for a seamless client experience.
Tax-loss harvesting and asset location
Tax-optimized sales for withdrawals
Glide path rebalancing
Dimensional Fund Advisors
Build portfolios with Dimensional Funds, available for Dimensional-approved advisors, at one of the lowest costs in the industry.
Wrap fee that includes all trading costs
Portfolio construction tools
Automated on-boarding, transfers and rebalancing
Pre-built portfolio solutions
Betterment (Most popular)
Globally diversified and our most popular portfolio strategy built on Nobel-Prize winning research.
Provides optimal tax efficiency
Built using lowest-cost funds
Socially Responsible Investing
Betterment offers three diversified, low-cost SRI portfolios for clients who want their investments to reflect their values.
Broad Impact Portfolio offers exposure to the three different dimensions of social responsibility: environmental, social and governmental.
Climate Impact Portfolio invests in companies that promote green projects or have lower carbon emissions and avoids companies with fossil-fuel reserves.
Social Impact Portfolio includes a focus on companies that promote social equity and minority empowerment.
Goldman Sachs Smart Beta
Diversified, factor-driven portfolio strategy targeting outperformance over a conventional market-cap strategy.
Provides access to time-tested, institutional, multi-asset expertise delivered through a liquid basket of Exchange Traded Funds.
Designed to provide exposure to drivers of investment returns beyond market cap, with different risks.
Seeks to maintain tax efficiency and low cost similar to traditional, market cap-weighted strategies.
Vanguard Portfolio (CRSP Series)
Long-term strategic model portfolios seeking total return through broad-market global equity and investment-grade fixed income exposures. Seeks to dampen return variability by closely tracking selected benchmarks.
The CRSP series provides broad diversification, holding 10 U.S. and international equity and fixed income Vanguard ETFs.
Low cost and tax efficient portfolio solution
BlackRock Target Income
100% bond portfolio with different income yields. Helps insulate against the ups and downs of the stock market.
The portfolios are designed to generate income at levels above the broad bond benchmark that increase with the risk tolerance.
The most conservative portfolio aims to take less risk than the benchmark (Bloomberg Barclays Aggregate), and the most aggressive portfolio actively seeks income return by taking on higher risk.
All portfolios seek to actively manage duration and credit risk, selecting between funds and ETFs primarily with exposures among (but not limited to) Treasuries, credit, high yield, hard currency EM debt and mortgages.
Looking for something else?
Please reach out to firstname.lastname@example.org to speak with a member of our team about portfolio options for your firm.
More than just portfolios
Advisors also value our automated money management tools
that can make a real difference to investment outcomes.