DYNAMICALLY SET FINANCIAL GOALS.
GET A PLAN. TRACK PROGRESS.
You Work Hard For Your Money.
Isn't It Time It Reciprocated?
INVESTING BASED ON
YOUR PERSONALIZED RISK SCORE
Mismatched investment risk exposure can result in investors falling into a trap of buying based on euphoria and selling based on fear. When you invest with us we start by determining your personal risk score so that we can can put you in the right mix of investments.
INSTITUTIONAL APPROACH TO INVESTING
Reduce Losses. Enhance Outcomes.
Investment
Loss
Recovery Needed
To Break-Even
Experience the clarity and confidence of having an actively managed portfolio that automatically adapts when markets fall and can dynamically capitalize on opportunities as they arise.
-30%
+43%
What makes
different.
Automated Investing
With a few simple questions, connect your bank account or transferring an existing account and we'll start actively investing your account based on your personalized risk profile score and objectives.
Fractional Shares
Whether your account is $5,000 or $500,000 you'll be invested in the right allocation of investments for you. Instead of having to choose between two different kinds of investments because their share price is high, we can buy smaller portions.
View All Financial Accounts
More than just automated investing that adapts to the market. adaptVest is your financial hub where you can view all of your financial accounts, bank, credit card, insurance, 401k or other outside investment accounts.
Active Management
Our investments change as markets change and dynamically adjust to risks and opportunities as they arise. Many of our competitors will charge an advisory fee to invest your account into something that closely resembles a target date retirement fund, one that does not dynamically adjust to market risks and opportunities.
Access To Investment Team
Questions or concerns about your investments? Chat, email or call our investment team who's managing your account. There's no additional fees associated with talking with our investment team.
Dynamic Financial Planning
You'll have access to on-demand financial planning tools to help you navigate all of life's stages. You can set goals, track progress, test "what-if" scenarios and run monte carlo simulations to make sure you stay on track. When life changes, so can your financial plan.
Smart Rebalancing
We'll monitor your investment account to ensure that it stays within the right allocation of investments. Periodically we'll rebalance your account to keep your account and keep your account within the target allocations.
No Lock-Ups
It's your money and we don't restrict access to it. You can connect your outside bank account to transfer to and from your adaptVest account. We also don't penalize you for cancelling your account.
Cost Efficiency
We charge a simple transparent fee that is 40% less than the average investment advisory fees. The ultra low cost robo advisors while less expensive typically provide no investment management services or essentially a target date retirement fund that you could purchase on your own without their advisory fees.