INVESTMENT PORTFOLIOS

Your portfolio. Designed and managed by your team of professionals.

Every WealthMore portfolio is built on low-cost ETFs, matched to your goals, and monitored by your dedicated wealth advisor and investment professionals.

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FIND YOUR FIT

Which investment portfolio is right for you?

Your portfolio is matched during onboarding based on your goals, timeline, and comfort with risk. Here's a quick guide to help you understand the spectrum.

Closer to your goals

Near retirement or a major financial goal? Conservative or Balanced may suit you — prioritizing stability over growth.

Long investment horizon

Building for 10–20+ years? Moderate or Aggressive gives you more exposure to growth — with time to ride out volatility

Not sure yet?

Don't worry — your advisor will help you choose during onboarding. You can also adjust as your goals evolve.

Unlimited investing

Invest as much as you want. No account minimum. No management fees. One flat monthly fee — that's it

Four options. One matched to you.

THE PORTFOLIOS

All portfolios are built on low-cost, diversified ETFs with automatic rebalancing and dividend reinvestment included.

Your portfolio doesn't just sit there. Your professionals watches it.

Real insights posted by your team. Automatic rebalancing. Dividend reinvestment. And your wealth advisor available anytime if you have questions.

PORTFOLIO QUESTIONS

Frequently asked questions

  • During onboarding you answer questions about your goals, timeline, and comfort with risk.

    We use those answers to match you to the portfolio that fits your specific situation.

  • Yes. Your portfolio can be adjusted as your goals evolve, your timeline changes, or life circumstances shift.

    Your advisor will help you evaluate when a change makes sense.

  • Your portfolio is automatically rebalanced to maintain your target allocation.

    This happens seamlessly — you don't need to do anything. Dividends are also automatically reinvested.

  • No. There are no account minimums. You can start investing with any amount. WealthMore charges one flat monthly fee — not a percentage of your assets.

  • Each portfolio is built on low-cost, diversified ETFs covering U.S. stocks, bonds, and alternatives where applicable.

    Your advisor can walk you through the specific holdings during your intro call or first meeting.

Not sure which portfolio is right for you?

Your advisor will help you figure it out. Book a free intro call — no commitment, no pressure.

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First month free  ·  No account minimum  ·  No management fee  ·  Cancel anytime