Globally Diversified Portfolio

Rest assured that your investments are maximally diversified across a wide variety of stocks and bonds according to your risk tolerance and timeline.

Automated Rebalancing

Every portfolio needs rebalancing from time to time to keep it in line with its original asset allocation mix, and our automated process powered by Betterment Institutional uses every deposit and any dividends to get your portfolio back to its original self, while also lowering your capital gains tax.

Low Cost ETFs

Exchanged Traded Funds (ETFs ) allow us to diversify your portfolio across countries and companies, giving you tax-efficient exposure to both domestic and international stocks and bonds.

Tax Loss Harvesting

We’ll help you get the most value from your investments using this sophisticated technique that can improve your after-tax returns a.k.a. the money that you take home.

Elegant User Interface

Whether you’re using your desktop, tablet or mobile device, Betterment's interface is designed with the user in mind, and was created to make managing your finances a snap.

Powerful Security

Sleep well at night knowing our systems are locked tight with the strongest browser encryption available, and your data is safely stored in a secure, offsite facility.

Human Advisor

You know you should eat better and exercise more, but do you? Similarly, you know you should maximize your money by investing, but it can be difficult to take that first step. Our advisors can help you close this behavioral gap by giving you the guidance you need to make sound investment decisions and avoid costly mistakes.

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Questions? Contact us. We’re here to help.

Lifewise

3800 American Blvd. W.
Suite 1000
Minneapolis, MN 55431


952-563-6901

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