We recommend a diversified portfolio of low-cost index funds based on your personal, financial profile and goal length. We review this information quarterly and we will let you know if there is an updated portfolio recommendation based on any profile changes. Your retirement target date will play an important role in the recommendation. For example, if you have 30 years left before retirement, your recommended portfolio will be different (more aggressive) than if you have 5 years left before retirement (more conservative).

Was this answer useful?

YES
NO

Ready to invest?

Get started

Or call us at 1-800-492-1175 to speak to a team member.