Managed Portfolios by Axos Invest® is a simple way to invest and build your wealth. It uses intelligent software to build and manage a portfolio that's based on your goals.
- Start building an investment portfolio today with just $500
- All of the hard work — including investing, monitoring, and rebalancing — is automated
- Build a diversified portfolio based on skilled advice
- One simple 0.24% management fee, with no hidden charges or broker fees
Here's how it works:
1. Set Your Goals
Emergency fund? Retirement? Vacation? Tell us your goals and we’ll automate a plan to help you reach your objectives. We combine financial knowledge and intelligent software to create a diversified portfolio that will help you strive towards your goals.
2. Schedule Auto-Deposits
Your smart portfolio will tell you how much money you need to save each month to stay on track. All you need to do is set up your auto-deposits so you can hit your monthly targets.
3. Monitor Your Progress
Managed Portfolios by Axos Invest is hands-free investing, so there's no investment expertise required on your end. Our dedicated team built a robust machine that handles all the investing, monitoring, and rebalancing for you.