Investment Management

Managing assets and investments has never been simpler. We have partnered with Betterment, a smart technology that enables clients to see investments in one place and track their progress.

 

Our Services

Each client’s investment plan is individualized to reflect their goals. Using this specific goal based investment approach allows our clients to better track their progress. We believe in controlling what you can control, which is why each of our clients has a portfolio that is diversified, tax efficient and low-cost.

 
 

Risk tolerance analysis

Easy Account Opening

Portfolio allocation

 

Re-balancing of the portfolio

Diversification

Tax loss harvesting

 

Low-cost funds

Tax Efficiency

Investment Policy Creation

Our Partners

Let your assets grow, not your fees.

Pricing for investment advisory is a flat 0.95% of assets under management. This is inclusive of all fees Simplicity Financial pays Betterment for their service. If you choose Comprehensive Financial Planning, this service is included.