Build-your-own portfolios

Our Flexible portfolios allow employees to adjust investments to help them build wealth the way they want. They can make adjustments over time, with our guidance on diversification and relative risk.

Get a sound start with our selection of ETFs.

At the core of our approach to building a diversified, risk-adjusted portfolio strategy are cost-efficient ETFs. Employees can select from these assets and adjust the weights to meet their investing needs.

Learn more about our build-your-own portfolios

US Stocks

US Bonds

Risk management through rebalancing

We continually monitor and rebalance investments, keeping each employee aligned with their intended risk level.

Tax-efficient investing

Tools like Tax Loss Harvesting+ and asset location help minimize employees’ taxes and maximize their returns.

Advice as they build their portfolios

We provide a recommended target allocation to balance risk and growth, helping employees invest confidently for the future. We also assess how their portfolio's diversification measures up to an optimal globally diversified portfolio.

U.S. Total Stock Market	VTI
U.S. Large Cap Stocks	SPLG
U.S. Mid Cap Stocks	SPMD
U.S. Small Cap Stocks	SPSM
U.S. Value Stocks - Large Cap	VTV
U.S. Value Stocks - Mid Cap	VOE
U.S. Value Stocks - Small Cap	VBR
U.S. Growth Stocks - Large Cap	VUG
Innovative Technology Stocks	KOMP
U.S. Dividend Grower Stocks	VIG
NASDAQ Stocks	QQQ

International Developed Market Stocks	VEA
International Emerging Market Stocks	VWO

U.S. Inflation Protected Bonds	STIP
U.S. High Quality Bonds	AGG
U.S. Short Term Treasury Bonds	GBIL
U.S. Municipal Bonds	MUB
U.S. Short Term Investment Grade Bonds	JPST
U.S. Investment Grade Bonds	IGIB
U.S. High Yield Corporate Bonds	HYLB

International Developed Market Bonds	BNDX
International Emerging Market Bonds	EMB

Commodities	COMB
U.S. REITs	SCHH
International REITs	VNQI

Build-your-own portfolios

Get a sound start with our selection of ETFs.

Investing backed by technology to support your employees.

Risk management through rebalancing

Tax-efficient investing

Advice as they build their portfolios

Give your employees a better retirement.