Portfolios
The portfolio will be designed based upon how your score on our “Risk Profile” questions.
Conservative
Moderate
Aggressive
Example Portfolio Breakdown:
Features:
- Professionally managed
- Low cost index mutual funds
- Low Cost ETF’s (Exchange Traded Funds)
- Risk based algorithms
- GEODE capital management
Let’s talk about the type of investments you’ll own. You’ll get a fully diversified portfolio utilizing Fidelity Investments’ low cost index mutual funds and ETF’s (Exchange Traded Funds). Let’s zoom in on a few of the investments we utilize.
Fidelity 500 Index Fund
The total internal management cost are just 1.5 Basis points 0.015%

Holdings You’ll Own:
- Apple
- Microsoft
- Amazon
- Berkshire Hatheway
- JP Morgan
- Alphabet – Google
- Johnson & Johnson
- Visa
- Proctor & Gamble
+490 MORE!
This one mutual fund is just a portion of a % of your total investment!