Better returns:
Pioneering a new investment management movement. We knew that by aligning our incentives with our customers, without compromise, we could build something truly significant. With that in mind, we set out to deliver sophisticated financial products and advice to everyone, with the goal of investing made better.
The Betterment portfolio is designed to achieve optimal returns at every level of risk. Through diversification, automated rebalancing, better behavior, and lower fees, Betterment customers can expect 4.30% higher returns than a typical DIY investor.
Featuring Tax Loss Harvesting+
Our Tax Loss Harvesting+ systematically finds embedded capital losses to lower investment taxes and increase after-tax returns.