Methodology

Advanced Features

• Risk Parity White Paper

  Learn more about our Risk Parity feature

• Smart Beta White Paper

  Learn more about our Smart Beta feature

• US Direct Indexing White Paper

  Learn more about our US Direct Indexing feature

• Tax-Loss Harvesting White Paper

  Learn more about our Tax-Loss Harvesting feature

Investment Methodology

• Automated Investing Methodology White Paper

  For retirement and investment accounts, our methodology for building and managing your Classic portfolio

• College Savings White Paper

  For 529 accounts, our methodology for building and managing your portfolio

• Historical returns

  Average annual net-of-fees, pre-tax returns of Prime Insight Market’s investment portfolios.

• Socially Responsible Methodology White Paper

  For retirement and investment accounts, our methodology for building and managing your Socially Responsible portfolio.

• Automated Bond Portfolio Methodology White Paper

  Our methodology for building and managing your Automated Bond portfolio.

• Automated Bond Ladder Methodology White Paper

  For tax-advantaged income and capital preservation, our methodology for building and managing your Automated Bond Ladder.