Learn more about what we offer
Interactive Advisors brings you the future of investing right with automated investing and the freedom to choose. Dive deeper into our portfolios and technology using the resources below:
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Asset Allocation

We create a portfolio for you that is dialed up or down for risk and offers good diversification across different asset classes.

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Tax-loss harvesting

This is an additional feature we offer investors in Asset Allocation. It offers the potential of increasing your after-tax return.

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Smart Beta

Interactive Advisors offers a range of Smart Beta portfolios managed by our Chief Investment Officer and Investment Management team.

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Goal tracker

The goal tracker projects the hypothetical performance of your asset allocation portfolio and monitors how likely you are to achieve your goal.

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Risk profile

Risk scores help ensure that you invest only in portfolios that are suitable for your investment objectives, tolerance and financial capacity.

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Performance metrics

Quantitatively analyze the past performance of each of the variety of strategies and investment methodologies with ease.

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