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Making Investing Simpler – With Jon Stein

A lot of people don’t invest because it’s seemingly too complicated.

So many decisions to make, so much jargon, who to trust?

Jon Stein is the founder and CEO of Betterment which he describes as a mix between Apple and Vanguard. It’s extremely easy to design a fine portfolio.

By removing much of the noise that distracts investors, Betterment has developed a 95% solution for 95% of investors. Plus, the firm is rolling out some functionality for investors who want a little more flexibility.

Jon’s growing an online asset manager from the ground up.  He shared with me that Betterment has almost 10,000 customers already with mid-$20M under management (AUM), with many of them using the goals and planning tools the site has developed.

Jon joins us for this week’s episode of Tradestreaming Radio.

Making investing simpler – with Jon Stein by tradestreaming

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This article originally published February 6th, 2012 on TradeStreaming

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