Answer a few quick questions about your investment goals and approach to get started. Our proprietary algorithm will generate a sample custom portfolio based on your responses.
You can then compare your hypothetical portfolio’s historical performance against the S&P 500 index.
Source: Eureka Wealth Solutions, LLC. Holdings and allocations are subject to change.
The performance of the core portfolio is calculated using actual investment choices selected by our algorithm. Performance calculations assume reinvestment of dividends and exclude transaction costs. This personalized portfolio is selected with considerations of liquidity and cost in addition to your goals and values. Due to their nature and construction, custom portfolios are excluded from the overall performance calculations. Asset classes provided are a weighted average based on the proportions of each asset that comprises the model portfolio.
Do you have questions about your finances?
Do you want investments that reflect your values?
Don’t want to spend a fortune?
Whether you like to talk to an advisor or do it all online, we’ve got you covered. Our pricing is competitive and very straightforward – no hidden costs.
Whatever your personal situation, your goals and values, or your investable capital, we’ll work with you to create a portfolio that is right for you. And as your fiduciary, we’ll cover all your financial needs beyond investing as well, to help you achieve your goals.Get Started