Self-Directed ETFs

Investors interested in managing their own portfolios will benefit from our self-directed ETFs investment path. This option is popular for the low costs, liquidity, and flexibility compared to traditional mutual funds. In this path, you can choose from a preselected menu of investment options covering multiple asset classes to diversify your portfolio.

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Benefits of Self Directed

Exchange Traded Funds

ETFs provide diversification, allowing HSA account holders to spread risk across various assets, which can be particularly advantageous for long-term health-related expenses.

Greater Trading Flexibility

ETFs offer superior trading flexibility, conducting transactions during market hours and allowing investors to promptly assess values based on real-time market prices, while also permitting diverse trade types akin to common stocks.

Broad Diversification

ETFs provide cost-efficient access to diverse portfolios encompassing multiple stocks, industries, bonds, currencies, and other asset classes, offering exposure to specific equities, sectors, and global markets, thereby simplifying diversification for less-experienced investors.

Developed with Strategy

Seize control of the situation, leveraging your knowledge and strategic thinking to steer towards success and overcome challenges on the path to your established objectives.