Why let your
money sit?

Discover tech-powered investing with an Intuitive Investor® account

Why an Intuitive Investor account?


Simplify how you invest and allocate your money with a diversified portfolio personalized to fit your goals and risk tolerance.

Skip the surprises with no hidden fees or commissions—just one annual advisory fee of 0.50% (discounts available1), plus the fees and expenses associated with funds in your portfolio.2

Get personalized service and investment advice from our financial advisors.

Meet the portfolios


After you answer a few questions, our investing technology will recommend your best match from our 9 portfolios. Select a point below to see each portfolio’s asset allocation, objective, and average expense ratio.

Conservative Income chart showing 10% equity, 87% fixed income, and 3% cash
10% Equity
87% Fixed Income
3% Cash

Conservative Income

Conservative Income

Income portfolios emphasize current income with minimal consideration for capital appreciation and usually have less exposure to more volatile growth assets. Conservative Income investors generally assume lower risk, but may still experience losses or have lower expected income returns.

Average Expense Ratio: 0.15%

10% Equity
87% Fixed Income
3% Cash
Moderate Income chart showing 25% equity 72% fixed income 3% cash
25% Equity
72% Fixed Income
3% Cash

Moderate Income

Moderate Income

Income portfolios emphasize current income with minimal consideration for capital appreciation and usually have less exposure to more volatile growth assets. Moderate Income investors are willing to accept a modest level of risk that may result in increased losses in exchange for the potential to receive modest income returns.

Average Expense Ratio: 0.15%

25% Equity
72% Fixed Income
3% Cash
Aggressive Income chart showing 33% equity 64% fixed income 3% cash
33% Equity
64% Fixed Income
3% Cash

Aggressive Income

Aggressive Income

Income portfolios emphasize current income with minimal consideration for capital appreciation and usually have less exposure to more volatile growth assets. Aggressive Income investors seek a higher level of returns and are willing to accept a higher level of risk that may result in greater losses.

Average Expense Ratio: 0.18%

33% Equity
64% Fixed Income
3% Cash
Conservative Growth and Income chart showing 45% equity, 52% fixed income, and 3% cash
45% Equity
52% Fixed Income
3% Cash

Conservative Growth and Income

Conservative Growth and Income

Growth and Income portfolios emphasize a blend of current income and capital appreciation and usually have some exposure to more volatile growth assets. Conservative Growth and Income investors generally assume a lower amount of risk, but may still experience losses or have lower expected returns.

Average Expense Ratio: 0.16%

45% Equity
52% Fixed Income
3% Cash
Moderate Growth and Income chart showing 55% equity, 42% fixed income, and 3% cash
55% Equity
42% Fixed Income
3% Cash

Moderate Growth and Income

Moderate Growth and Income

Growth and Income portfolios emphasize a blend of current income and capital appreciation and usually have some exposure to more volatile growth assets. Moderate Growth and Income investors are willing to accept a modest level of risk that may result in increased losses in exchange for the potential to receive modest returns.

Average Expense Ratio: 0.17%

55% Equity
42% Fixed Income
3% Cash
Aggressive Growth and Income chart showing 63% equity, 34% fixed income, and 3% cash
63% Equity
34% Fixed Income
3% Cash

Aggressive Growth and Income

Aggressive Growth and Income

Growth and Income portfolios emphasize a blend of current income and capital appreciation and usually have some exposure to more volatile growth assets. Aggressive Growth and Income investors seek a higher level of returns and are willing to accept a higher level of risk that may result in greater losses.

Average Expense Ratio: 0.18%

63% Equity
34% Fixed Income
3% Cash
Conservative Growth chart showing 75% equity, 23% fixed income, and 2% cash
75% Equity
23% Fixed Income
2% Cash

Conservative Growth

Conservative Growth

Growth portfolios emphasize capital appreciation with minimal consideration for current income and usually have significant exposure to more volatile growth assets. Conservative Growth investors generally assume a lower amount of risk, but may still experience increased losses or have lower expected growth returns.

Average Expense Ratio: 0.15%

75% Equity
23% Fixed Income
2% Cash
Moderate Growth chart showing 82% equity, 16% fixed income, and 2% cash
82% Equity
16% Fixed Income
2% Cash

Moderate Growth

Moderate Growth

Growth portfolios emphasize capital appreciation with minimal consideration for current income and usually have significant exposure to more volatile growth assets. Moderate Growth investors are willing to accept a modest level of risk that may result in significant losses in exchange for the potential to receive higher returns.

Average Expense Ratio: 0.15%

82% Equity
16% Fixed Income
2% Cash
Aggressive Growth chart showing 91% equity, 7% fixed income, and 2% cash
91% Equity
7% Fixed Income
2% Cash

Aggressive Growth

Aggressive Growth

Growth portfolios emphasize capital appreciation with minimal consideration for current income and usually have significant exposure to more volatile growth assets. Aggressive Growth investors seek a higher level of returns and are willing to accept a high level of risk that may result in more significant losses.

Average Expense Ratio: 0.15%

91% Equity
7% Fixed Income
2% Cash

Put your money to work with the Intuitive Investor account


From the time you open your account, our technology starts investing deposited funds into your recommended portfolio. See how an Intuitive Investor account can help you reach your investment goals.

Skip the surprises


No hidden fees or commissions—just one annual advisory fee of 0.50% (discounts available1), plus the fees and expenses associated with funds in your portfolio. This means that with a minimum investment of $10,000, your estimated quarterly fees would be just $12.50. With it, you get account monitoring, automated rebalancing, and access to financial advisors if you need a little guidance.

0.50%

Annual Advisory Fee

3 steps to invest


Match

Answer a few questions for an expert-designed investment portfolio that fits your financial goals and risk tolerance.

Invest

Open and fund your account with $10,000 or more, and we’ll put your money to work.

Adjust

Our technology automatically invests, monitors, and rebalances your portfolio.

If you’re not happy within the first 90 days, you’ll get your 0.50% advisory fees back with our Satisfaction Guarantee.*

*Offer is valid for the first 90 days after account is opened. We will refund accrued advisory fees and waive account transfer or termination fees. To receive a refund, please call 1-855-283-5567 and refer to the Satisfaction Guarantee. The Satisfaction Guarantee does not apply to any market losses in your portfolio.