NextVestment's personal platform offers a comprehensive investment management solution, providing users with a personalized investment plan tailored to their financial goals, risk tolerance, and time horizon. The platform offers a diversified investment portfolio, automatic rebalancing, and low fees. Users can monitor their progress, receive regular updates,...
Personalized investment portfolios tailored to individual's financial goals and risk tolerance.
Holistic financial planning considering multiple goals and income sources simultaneously.
Tax-efficient investment strategies to minimize tax liabilities and maximize returns.
Low-cost investment options with diversified portfolios to minimize fees and risk.
Real-time performance tracking and regular portfolio rebalancing and adjustments.
Expert financial guidance and support from experienced investment professionals.
What is NextVestment's investment philosophy?
Our investment approach is designed to help you achieve your financial goals through a diversified portfolio of low-cost index funds and personalized investment advice. We believe in a long-term investment strategy that is tailored to your individual needs and risk tolerance.
How do I open an account?
To open an account, simply click on the "Get Started" button and follow the prompts to provide some basic information about yourself and your investment goals. You'll then be able to link your bank account and transfer funds to begin investing.
What types of accounts can I open?
You can open an individual or joint investment account, as well as a Traditional or Roth IRA. We also offer custodial accounts for minors, and we're working on adding more options in the future, so stay tuned for updates.
How much does it cost to invest?
Our management fees range from 0.25% to 0.40% per year, depending on the size of your account. We also charge a small fee for accounts under $5,000. You can see our full pricing schedule on our website.
Can I transfer my existing accounts?
Yes, you can transfer your existing brokerage accounts or IRAs to NextVestment. We'll help you with the transfer process and work to consolidate your investments into a single, easy-to-manage portfolio.
NextVestment's personalized investment platform helps healthcare professionals diversify their portfolios, maximizing returns on their hard-earned savings, and securing their financial futures, allowing them to focus on patient care
NextVestment's AI-driven portfolio management tool enables financial advisors to offer high-net-worth clients tailored investment experience, increasing client satisfaction, and driving business growth through referrals and retention
By integrating NextVestment's investment platform, online marketplaces can offer a unique value proposition, increasing customer engagement, driving sales, and building brand loyalty, ultimately, increasing revenue and market share
NextVestment's customizable investment solutions help manufacturing companies provide a competitive employee benefits package, attracting and retaining top talent, improving productivity, and driving business growth
Marketing agencies can leverage NextVestment's data analytics to gain insights into investor behavior, crafting targeted campaigns, increasing brand awareness, and driving conversions, ultimately, growing their client base and revenue
Educational institutions can partner with NextVestment to offer students, alumni, and faculty a personalized investment platform, fostering financial literacy, and securing their financial futures, while driving institutional growth and reputation
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