No 401K Left Behind

Why invest with us?

Transparent and intuitive interface.

Whether you have an account that is directly managed with us or not, you have the ability to sync up all of your accounts in one place to get a more visible depiction of their current status.

Simple and transparent pricing

Your annual fee covers all transactions, trades, transfers, rebalancing, advice, and account administration. Unlike many other companies, we do not charge you additional transaction fees to buy and sell securities. Fund level fees are directly to fund providers; we receive no part of these fees.

Socially Responsible Investing

Socially responsible investing (SRI) is an approach to investing that reduces exposure to companies that are deemed to have a negative social impact—e.g., companies that profit from poor labor standards or environmental devastation—while increasing exposure to companies that are deemed to have a positive social impact—e.g., companies that foster inclusive workplaces or commit to environmentally sustainable practices.

Automated behavioral guardrails

We put strategic guardrails in place to prevent you from making decisions that could negatively impact your performance.

Consolidate your investments

Whether it’s your old 401(k) or current one you can have a consolidated view of all your investments and track your wealth in one place. 

Smart Deposit

You can invest automatically and incrementally without having to lift a finger. Simply tell us your bank balance you alaways want to maintain and maximum amount you would like to invest and we will do the rest.

Tax impact preview

We will show you the potential tax impact of withdrawal or allocation changes.

Tax loss harvesting

A strategy which is the practice of selling a security that has experienced a loss. By realizing, or “harvesting” a loss, investors are able to offset taxes on both gains and income. The sold security is replaced by a similar one, maintaining an optimal asset allocation and expected returns.

Tax Coordinated Portfolios

With a TCP, you have the potential to increase your portfolio value by an estimated 15% over 30 years. Betterment conducted research that shows Tax-Coordinated PortfolioTM (TCP) can boost after-tax returns by an average of 0.48% each year, which approximately amounts to an extra 15% over 30 years. TCP optimizes and automates a strategy called asset location. It starts by placing your assets that will be taxed highly in your IRAs, which have big tax breaks. Then, it places your lower-taxed assets in your taxable accounts. It does this in a way that keeps your overall allocation the same, while boosting your after-tax returns.

Step by step guide to opening an account and building wealth!

Frequently Asked Questions

How will my money be invested?

We have proven strategies that have been around for decades and use technology to make them more efficient. Our goals are aligned: to increase your long-term returns. Our investment philosophy is backed by decades of research. Your money will be invested in a diversified portfolio of low-cost index funds. Which over the long term, is likely to outperform a high-cost, actively managed portfolio. We have several portfolio options, and we can help choose which is right for you. We have partnered with the largest online advisor to offer you world class investment management. 

What is the minimum amount I can invest to be apart of this movement?

We currently have no account minimums!

What type of account(s) will my money be invested in?

This will be contingent upon your goal for the money and the time horizon associated with that goal. Whether it’s for a future major purchase, retirement or general wealth building, we have account options that will work best for your goals. Account types included but not limited to: an individual taxable account, Traditional IRA and Roth IRA.

Can you help me with other accounts that I may have such as my current 401(k) or one from a previous employer?

Yes. If you have an account that you would like our firm to manage such as a 401(k) from a previous employer, we can help you roll that over into a new account with our firm. Also, once you have an account with us, you can even add accounts that we don’t manage, such as your current 401(k) so that you can have an organized view of all your accounts to better track and manage your overall wealth.

Move your 401(k) over today in just a few steps!

CONTACT US

GA

1100 Peachtree St NE, Atlanta, GA 30309

NC

615 S College st 9th Floor, Charlotte NC, 28202