Looking for a portfolio management solution that is low-cost, completely digital, and managed by RIA Advisors?
Need a place to store cash in the short-term but maybe get a little better yield than money market accounts? This model is a blend of very short-duration bonds and floating-rate funds. The account's value will fluctuate with interest rate changes, but with an extremely short duration, volatility should be minimal, allowing for a slightly better return than just cash.
If you are looking for an all-bond allocation, this model is risk-managed for changes in interest rates. When rates are rising, the duration of the holdings is reduced to slow the volatility of the account. When interest rates fall, the bond portfolio's duration gets lengthed to provide for greater capital appreciation. This portfolio does NOT hold individual bonds, so there is no return of principal function at maturity.
This is the same model that RIA Advisors uses for their private clients and the same model that gets displayed on the SimpleVisor.com website. It is a blended allocation of 60% stocks and 40% bonds and is continually risk-managed for changes to the market environment. The SimpleVisor account can hold fractional shares, so investment limits are unnecessary.
Want to save the planet? Fantastic. The Clean Energy portfolio focuses on companies on the cutting edge of new technologies, innovations, and the development of cleaner energy for the future. From electric cars to the energy providers themselves, the portfolio seeks to gain exposure to the areas that are working to save the planet and fight climate change. The portfolio is rebalanced quarterly but can be adjusted more frequently depending on market conditions.
If you are a younger investor looking to grow capital over a longer-term time frame, the 100% equity allocation may be a better fit for you. The portfolio is risk-managed and holds a heavier weight in growth-oriented companies than our more conservative allocation models. As with the other Equity and ETF portfolios, the account can hold fractional shares making investment limits unnecessary.
For a more aggressive investor, we constructed a portfolio comprised of small and mid-capitalization companies. We use a fundamental screen to select 20 companies that fit into their respective weightings and allocate the portfolio across sectors. The portfolio is rebalanced quarterly but can be adjusted more frequently depending on market conditions.
Looking to invest in companies that fit your values? We can do that for you. Our ESG portfolio scans for companies that fit into the Environmental, Social, and Governance criteria and are fundamentally strong candidates. The portfolio is rebalanced quarterly but can be adjusted more frequently depending on market conditions or changes to ESG criteria.
If you want to invest in companies that are changing the world, the disruption portfolio digs for companies leading the charge in technological innovation and change. This portfolio is perilous and can be subject to high levels of volatility. The portfolio is rebalanced quarterly but can be adjusted more frequently depending on market conditions.
For those looking to hook onto the changing and growing world of blockchain and cryptocurrency technology, this portfolio invests in the companies behind the technology. No digital wallet is required. The portfolio is rebalanced quarterly but can be adjusted more frequently depending on market conditions.
Select the portfolio model you want
The SimpleVisor portfolio managers do all the work for you from trading to rebalancing
Change models at any time
The SimpleVisor portfolio managers regularly rebalance and monitor all portfolios for you
Monitor transactions real-time
The security of a major custodian
Quick and simple account opening
Portfolios recommmended based on risk profile
Consolidate accounts for reporting ease
See all model transactions
Track everything via website or mobile app
Change models at anytime
What’s the Cost?
The automated portfolio management service is 0.50% annually billed quarterly.
How do I Change Models?
To change your model at any time, send a request and the trading team will rebalance your current portfolio into the model you requested.
Do you have Fractional Share Trading?
Yes. We offer Fractional Share Trading so you can own the shares of higher-priced stocks in your portfolio model.
Can I link my other Accounts to my Account Portal?
Yes. Once you create your SimpleVisor.com Trading Account, you can link accounts held at TD Ameritrade, Schwab, and Fidelity to your portal for consolidated viewing.
Do you have an App for my Phone?
Yes. We will soon provide an app to allow you access to your SimpleVisor.com accounts via your mobile device.
How Do I Roll Over A 401k Plan?
If you have a 401k plan you want to roll over follow these steps or send a request.
How Do I Transfer An Existing Account To SimpleVisor?
Once you register, go to your client portal and on the left-hand side click ACAT. Or, send a request.
Once My Account Is Opened Is It Immediately Put Into My Model Allocation?
No. We look for market pullbacks to onboard accounts into your selected model.
How Often Are Portfolio Models Rebalanced?
The SimpleVisor team rebalances all models each quarter.
I Need Help Deciding What’s Best For Me?
Not a problem. Simply send a request and we will contact you and walk you through the process to get started.