Alex is a Certified Financial Planner™ and Betterment's VP of Financial Advice and Planning. He has over 14 years of experience working in the financial industry and his passion is helping increase investor success through technology.
Betterment’s core portfolio strategy is based on Nobel Prize-winning research. We continually improve the portfolio strategy over time in line with our research-focused investment philosophy.
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Holding onto excess cash may reduce your investment returns over time. When you sync your outside accounts with Betterment, we’ll help you see the cash you hold in your investment portfolio, help you understand how it may affect you, and allow you to take action based on that information.
Now when you sync your outside investment accounts with Betterment, you can see your total net worth in one place. You can also see details about your non-Betterment investments, including fund allocations, holdings, fees, and idle cash that could be earning more.