Log in Request a Demo

Betterment for Advisors
Investments
Investment Philosophy and Portfolios

Articles in this section

Am I able to adjust the asset allocation on behalf of my clients on the platform?
How does Betterment make portfolio suggestions for clients?
Are the portfolio strategies available at the client, account, or goal level?
Can advisors customize the allocation models or the portfolio?
Can I use state-specific ETFs instead of MUB?
Can clients hold cash?
Do you expect to add active mutual funds to the platform?
Why ETFs?
What are the securities used for each asset subclass?
What is Betterment for Advisors’ investment philosophy?

See more

Are the portfolio strategies available at the client, account, or goal level?

Portfolio strategies may be selected at the goal level.

Facebook
Twitter
LinkedIn

Was this article helpful?

0 out of 0 found this helpful

Return to top

Related articles

Can advisors customize the allocation models or the portfolio?
How does Betterment make portfolio suggestions for clients?
Am I able to adjust the asset allocation on behalf of my clients on the platform?
How does Smart Saver differ from a Safety Net goal?
Do you expect to add active mutual funds to the platform?

Betterment for Advisors Resources Advisor Experience

This website is operated and maintained by Betterment LLC, an SEC Registered Investment Advisor. Terms & Legal Privacy Policy Trademark. How Betterment calculates "better returns". Unless otherwise specified, all return figures shown above are for illustrative purposes only, and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market circumstances.

This website is for investment professionals only. It is not intended for use by private investors.

Brokerage services provided to clients of Betterment LLC by Betterment Securities, an SEC registered broker-dealer and member FINRA/SIPC.

Investments: Not FDIC Insured • No Bank Guarantee • May Lose Value. Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Betterment's charges and expenses. Betterment's internet-based services are designed to assist clients in achieving discrete financial goals. They are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere. For more details, see our Form ADV Part 2 and other disclosures. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdictions where Betterment is not registered. Market Data by Xignite.

See how we determine the largest independent online financial advisor.

The information provided by Betterment Support is educational only and is not investment or tax advice.

Betterment, the Betterment Speedometer, Betterment for Advisors, Betterment for Business, Tax-Coordinated Portfolio, TLH+, and Tax Loss Harvesting+ are trademarks of Betterment Holdings, Inc.

© Betterment Holdings Inc.