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.