Group CopyGroup 3ShapeGroup 2ShapeShapeShapeShapeShape CopyGroupGroup 5FA Logo - White with transparencyShapeShapeGroup 4ShapeShapeGroup 9

Get advice from our industry-leading experts

Get Your Plan Today

Dynamic Fund Selection

FutureAdvisor is the only digital online advisor that uses Dynamic Fund Selection to create a customized portfolio completely unique to your pre-existing investments and tax situation. We don’t use cookie-cutter funds. We select each investment based on your current holdings and your investment horizon.

We perform dynamic cost analysis on many available ETFs, ensuring that your portfolio is designed efficiently for your unique portfolio size and the number and types of accounts you hold. This takes into account ETFs’ bid/ask spread (the difference in price between what investors are willing to buy and sell the fund for, which can be as high as 5%). Our strategy also considers trade-offs between ETF commission fees and expense ratios to help minimize the total cost. For small accounts, commission fees often have a larger impact, whereas for large accounts, expense ratio alone can represent the largest fee.

Are you ready for intelligent investing?

Millionaires have been relying for decades on financial advice like ours: holistic, diligent and on your side. Isn’t it time you did, too?

Start now for free

or log in to your account