Steps

1

Identify your risk profile.
We ask you a handful of questions and recommend an asset allocation model based on your answers.

2

Choose your investment model.
You can choose to either use our recommendation or a different model if you'd like.

3

Registration.
Create your profile.

4

Choose billing frequency.
Monthly ($35)
Annually ($360)
When the model  needs to be rebalanced we will let you know.