Your after-tax return is what matters

Other investment managers may estimate your long-term returns, but they might not be factoring in a key element that could lower what you take home: taxes.

Our goal is to save you more on taxes than any other service.

We're always thinking about ways to lower your taxes. Unlike many traditional investment managers, we automate advanced tax-saving strategies, like asset location and tax loss harvesting.

Betterment dashboard.

Increase your portfolio value by an estimated 15% over 30 years.

We're the only investment company that offers automated asset location, a strategy that could increase your portfolio value by an estimated 0.48% each year, or 15% over 30 years.

Woman sitting, looking down at her phone.

Every moment with Betterment is a chance to lower taxes.

  • When you choose what type of account to invest in…

  • When we build your portfolio…

  • When you make a deposit or receive dividends…

  • When you make a withdrawal or change your allocation…

  • When a fund gains value…

  • When a fund loses value…

Start investing today.

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