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Investment Philosophy and Portfolios

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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?

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Do you expect to add active mutual funds to the platform?

No, we do not support or currently plan to support the use of mutual funds.

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Why ETFs?
What are the securities used for each asset subclass?
Can advisors customize the allocation models or the portfolio?
Can I use state-specific ETFs instead of MUB?

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