Flexible Portfolio gives you even more control in personalizing your clients’ investments. It allows you to further modify the Betterment portfolio strategy by adjusting the individual asset class weights and accessing additional asset classes. We’ll give you a risk and diversification assessment of your changes, and as with all of our portfolios, your clients will continue to have access to Tax Loss Harvesting, Tax Coordination, and tax impact preview with Flexible Portfolio.
To learn more about this option, click here.