一对夫妇在笔记本电脑上看他们的投资.

获得自动化投资和专业指导.

Our innovative technology builds and manages your portfolio based on your goals, 所以你不必这么做. 它让投资变得容易.

  • Our robo-advisor builds a diversified portfolio of ETFs that are handpicked by our team of investment professionals.

  • Your investments are monitored daily and automatically rebalanced to stay on track.

  • Option to select our Premium service with unlimited 1:1 guidance from a CERTIFIED FINANCIAL PLANNER™ professional.

利用明陞m88手机客户端app的专业知识来获得量身定制的投资组合.

获得由明陞m88手机客户端app的专家选择的低成本etf投资组合. 他们用自己的专业见解削减了1个以上,从800只etf到51只etf将被考虑纳入投资组合.

  • 投资组合包括20多个资产类别,以帮助管理风险和回报.
  • 施瓦布 experts monitor ETFs to ensure they remain appropriate for the portfolio’s strategy.

人耳机缩略图

每天24小时、7小时、365天与真人交谈.

U.S.-based, registered representatives are available around the clock, 365 days a year to help you. 随时打电话或在线与明陞m88手机客户端app聊天.

SIP图缩略图

在几分钟内打开你的Accounts.

在线回答几组问题, 给你的Accounts拨款,然后明陞m88手机客户端app就会接手, using our smart technology to recommend an expert-designed portfolio tailored for you—in as little as 15 minutes.

努力工作的技术,所以你不必这么做.

Accounts监控图

主动的Accounts监控和平衡

We monitor portfolios daily and automatically rebalance them as needed to keep them diversified and on track.

上下箭头表示税收被投资收益抵消

自动税收损失收获

Our automatic tax-loss harvesting can help you offset the taxes on investment gains.1

市场趋势

最新的市场趋势

明陞m88手机客户端app为您提供最新的市场趋势和其他规划主题, 比如税收和遗产规划.

移动应用程序

移动应用程序

随时随地使用明陞m88手机客户端app的移动应用程序查看您的投资组合. 可用于iOS® 和安卓®.2

嘉信理财智能投资支持明陞m88手机客户端app保持低成本的承诺.

  • 不支付顾问费和佣金.
  • 就像你自己投资一样, you will pay the operating expenses on the ETFs in your portfolio—which includes 施瓦布 ETFs®.
  • 明陞m88手机客户端app认为现金是投资组合的重要组成部分. 基于你的风险状况, a portion of your portfolio is placed in a FDIC-insured cash deposit at 嘉信理财银行. 计划之外的一些现金替代品会支付更高的收益. 看到更多的信息.

你只需花5000美元就可以开始



什么是注册理财规划师?

A CFP® professional has completed the CFP Board’s rigorous certification requirements and understands how to bring all the pieces of your financial life together.

这是怎么做到的?

使用明陞m88手机客户端app的在线计划工具创建您的无义务计划. Then meet with a CFP® professional to fine-tune your plan and then select your portfolio(s). 如果你决定继续的话, you’ll get an automated portfolio of ETFs and unlimited 1:1 advice from a financial planner to help evolve your plan.

咨询费是多少?

Pay a one-time planning fee of $300, and just a $30/month advisory fee after that. 从最少25000美元开始.

那么哪种选择对你来说是正确的呢?

施瓦布智能组合®

自动化的投资

最低5000美元

  • Robo-advice technology that automatically monitors and rebalances your portfolio.
  • 来自U的全天候支持.S.施瓦布的专业人士.
  • 交互式的概要文件评估,以设定、跟踪和朝着您的目标努力.
  • 不支付顾问费和佣金. 看到更多的信息.

嘉信理财智能投资组合Premium®

自动化投资,专业理财指导

最低25000美元

  • 您还可以通过施瓦布 Intelligent portfolio获得机器人咨询技术.....
  • 来自注册理财规划师专业人士1:1的无限指导.
  • A digital financial plan that provides a customized roadmap for reaching your goals.
  • 交互式在线规划工具.
  • Pay a one-time planning fee of $300, and just a $30/month advisory fee after that. 看到更多的信息.