M1 Finance Portfolio Details

M1 Finance Portfolio Details

We believe the best approach to any long term investment strategy is discipline and diversification.  Our M1 Finance Portfolio is very well diversified, having multiple assets that span the entire globe.  This approach makes our portfolio safer and less volatile over a long period of time. Knowing their portfolio is specifically designed to provide optimal performance over the long term

M1 WiseBanyan Robo-Advisor Strategy

Best Robo-Advisor Strategy

Our Robo-Advisor Strategy focuses on leveraging two platforms to reduce overall fees to a bare minimum while maintaining strict diversification across multiple assets. The two Robo-Advisor programs we decided to use are WiseBanyan and M1 Finance.  After several months of research, and testing all the other major platforms, such as Betterment, Wealthfront, Acorns, Stash, Intelligent Portfolios, etc., we selected these


What are Robo-Advisors?

The recent rise of financial technology has lead to the creation of Robo-Advisors, a new way for regular people to invest in global markets. These programs use computer algorithms to determine the best investment allocation for each client, based on their personal risk tolerance, age, and goal.  Most Robo-Advisor programs invest strictly in ETFs or Exchange-Traded Funds, but some newer