Discover and invest in
what excites you
Learn more about our portfolios and explore all the ways to customize them.
Learn about our portfolios
Our expert-built portfolios are strategically designed to minimize risk through diversification and are optimized for long-term wealth — all included in one low 0.25% annual advisory fee. Learn more
Curated by experts
Easy to personalize
Optimized for tax savings
Customize your portfolio how you want
We offer hundreds of investments in categories like clean energy, tech, and crypto to let you customize your portfolio and invest what you believe in.
What’s most popular with our clients
ARK Innovation US stocks
Grayscale Ethereum Trust Crypto
Grayscale Bitcoin Trust BTC Crypto
Invesco QQQ Trust Series 1 US stocks
Securities shown are for illustrative purposes only, and are not a recommendation to buy or hold.