Why Investperity
We help you on your path to a financially secure future. No matter what your goals or intentions,
Investperity wants to help guide you to success!
We help you on your path to a financially secure future. No matter what your goals or intentions,
Investperity wants to help guide you to success!
We know how important it is to feel like your account matters. And with Investperity, it does! We've all dealt with companies that feel they have much better things to do than answer your questions or explain things to you until you're satisfied. It's unacceptable to do otherwise. That's what sets us apart.
Unlike age-old investment firms, Investperity cuts out the stagnant agent meetings, cumbersome paperwork, high management fees and unwanted upselling and cross-selling. Our 100% online approach helps individuals, SMBs and other RIAs achieve their investment goals while minimizing portfolio volatility. We provide clients with more transparency, a predictable low management fee of 0.5%, and useful tools to take control of their financial landscape.
Your goals, your timelines and your existing investments.
Your monthly contributions needed to meet your goals.
With Investperity, your money is invested in low-cost mutual funds or ETFs. Low trading frequency is used to avoid excessive trade costs and short-term capital gains.
Your portfolios will be managed tax-efficiently. When available, the account types will dictate the investments. Highly taxable assets will be placed in tax-deferred accounts, while low taxable assets will be placed in non-tax deferred accounts.
Your accounts will be tax-loss harvested on an annual basis to reduce tax expenses due to trading or capital raises for distributions.
We manage the volatile markets for you. Your portfolio will be managed to long-term market cycles. When the market is in an expansionary cycle, your portfolio will be managed to take advantage of the expansionary environment. When the market contracts, your portfolio will be managed to a more conservative allocation.
