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Investing and Savings Made Easy
Automated Investing
Professional trading and rebalancing done for you, so you don’t have to worry about picking your own investments. Let us handle the investment process for you.
Investment Options
Invest in the accounts most appropriate to reach your personal financial goals. Trailhead provides you with access to professionally formulated portfolios built for varying risk tolerances.
Savings Options
Establish a high-yield cash account to earn more with accessible funds for major life milestones like buying a home, having a child – or for those unexpected emergencies.
Desktop & Mobile App
Simple, and easy to use—investing is now available at your fingertips. Our desktop and mobile app make it easy to access your investment or cash account at home or on the go.
Experience the Trailhead Difference
Trailhead combines the power of Betterment’s automated investing platform with the personal touch of AllGen’s carefully-curated portfolios. It also provides the possibility of engaging an advisor for personalized financial planning. Plus, we have actual humans who are just a phone call away if you ever need them! We’re here to serve.
Start Your Path to Financial Freedom Today!
No minimums. 1.0% annual fee.
