|About||Our mission is simple: to help you realize your financial goals through the benefits of our expertise, smart technology, and unrivaled efficiency.|
Profolio Smart Investment Management
Asset Allocation is the process of combining investments in a portfolio to manage risk. Profolio builds your investment portfolio using exchange-traded funds (ETFs), providing lower costs, higher liquidity, greater diversification, and better tax efficiency than mutual funds and other kinds of investments.
Profolio deploys strategies to minimize your portfolio’s taxes. The use of ETFs eliminates taxable capital gain distributions typical among mutual funds and upon request Profolio will harvest capital losses, which may be used to offset taxable gains and/or income.
Excessive commissions and costly management fees are a challenge to investment returns. As a client of Profolio you will never pay a commission or transaction fee. This is especially beneficial when adding smaller amounts of money to your portfolio on a recurring basis. And in addition to using low cost ETFs, Profolio leverages technology to maintain a low overall investment expense. By leveraging new technology and smart investments we’re able to offer a low flat fee that aligns with your aim of a stronger financial future.
Profolio Wealth Management for Individuals
We will consider all possible components of your financial picture as we construct your plan. Profolio specializes in financial planning, trust and estate planning, investment management, private banking, and succession planning. We’re eager to get to know you and your unique situation.
Profolio Retirement Solutions for Employers
Retirement benefits are a key strategy to reward and retain human capital that makes your business successful. Traditional retirement plans are labor intensive, offer limited investment options, and have high administrative and management costs. Our innovative solutions were created to emphasize ease of use, low costs, and fee transparency for you and your employees. Additionally, as a client you benefit from a wide offering of investments incl