Managed Path

New to investing or just looking for a hands off approach? Our Managed Path option will automatically select, manage, and rebalance your investments on an ongoing basis in accordance with your age, risk profile, and time horizon factors.

Open Account

Benefits of a Managed Path

Custom Risk and Sentiment

Customize your risk management strategy to resonate with the current market sentiments and adjust strategies accordingly.

Low Effort Approach

We’ll take care of tailoring investment plans to fit your risk comfort level, so you can relax and leave the details to us. Our experts will steer you towards achieving your financial objectives.

Transparency

Managed Path investors benefit from transparent disclosure of asset transactions. This transparency enhances the understanding and oversight of their investment activities.

We’ll Handle it

Unwind and entrust your HSA investments to us. Sit back, relax, and let our experts navigate the financial landscape on your behalf. Your peace of mind is our priority, as we skillfully manage your HSA investments

Managed Path

This option is ideal for investors, whether new or experienced, who prefer a hands-off approach and want to diversify their portfolios across multiple asset classes.

FEE: $1.50 + 50 basis points