ModernAdvisor

Portfolios

Investment options include Core ETF, Socially Responsible, Harmony, and BCV portfolios as well as High Interest Savings

What are ModernAdvisor's different portfolio options?

The portfolio fact sheets summarize the performance of various ModernAdvisor portfolios.

Where can I find ModernAdvisor Portfolio Fact Sheets?

Invest with a clear conscience using ModernAdvisor’s SRI portfolios. We use ETFs that endeavor to exclude companies with elevated sustainability risks while maintaining global diversification.

Socially Responsible Investing (SRI)

Exchange-Traded Funds (ETFs) have revolutionized investing by providing a more transparent, flexible, and cost-effective alternative to traditional mutual funds.

What is an ETF?

Common investment industry terms you are likely to hear when talking to a portfolio manager

What is security selection, asset class, and asset allocation?

Is there a minimum account size with ModernAdvisor?

Investment Process

Investment management fees for various ModernAdvisor portfolios and services

Understanding ModernAdvisor's Portfolio Management Fees

Fees

Core and Socially Responsible Portfolios

Passive

BCV Portfolios

Active

Harmony Portfolios

Blended

High Interest Savings Portfolio

Cash Equivalent

See our Portfolios

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