SMART PORTFOLIO

Smart Portfolio is designed to be diversified, with a range of investment options - stocks, bonds, ETFs, alternatives, and more... Stocks are great for making bets, but they're only part of the investing story. Smart Portfolio makes it easy to build long-term wealth with fully diversified portfolios that help you manage risk, maximize returns, and minimize taxes... You don't always need to sell your investments to move them. We make the transfer process free, simple, and tax efficient.