Let us build a portfolio for you
Answer 9 quick questions and we will build you a diversified, low-cost portfolio that is personalized for your needs and risk tolerance. Choose to invest lump sum or in small amounts periodically. Speak with our advisors whenever you like.
Benefits of our approach to Asset Allocation
Diversification
Assets combined intelligently to work better in all economic conditions
Better allocation
A wider and more granular range of asset classes for better diversification
Rebalanced for you
Auto rebalancing every quarter to stay on track
Transparent
See positions and trades online at any time
Asset allocation portfolios

Estimate your costs

Investment
Initial costs
Annual costs
Notes on costs

All costs shown are estimated.

Estimates given are based on an estimated turnover and average share price. Actual turnover and share prices might vary leading to higher or lower initial and annual costs.

Annual costs are the costs to manage the investment plus the estimated trading commission to re-balance the portfolio, estimated on an annual basis.

Initial costs are the estimated trading commissions incurred in establishing the portfolio.

How we build an asset allocation portfolio
Asset allocation questionnaire
Risk questionnaire
Sign up and answer a few questions about you and your investment goals.
A portfolio just for you
Managed by IBKR Asset Management
We build you a portfolio that offers good diversification across different asset classes. We attain this diversification by investing in low-cost, liquid ETFs. Our portfolios allocate capital to an equity component, a bond component and an inflation-hedging component. Together these deliver good diversification, which leads to risk reduction and return stability.
Risk score
Annual fee
0.09%
Sharpe ratio
- -
Minimum investment
$5,000
Asset allocation chart
US stocks
Foreign stocks
US bonds
Foreign bonds
Diversified portfolios
Portfolios from leading institutions
Using data from providers like FTSE-Russell, WisdomTree, State Street Global Advisors and our own investment team we have created and manage a family of diversified portfolios, available at low cost. Our technology is always working for you, continuously monitoring and rebalancing your portfolio.
Active portfolios
Co-invest with a portfolio manager
We provide low-cost access to a curated selection of talented investment managers who have a mandate to pursue enhanced returns. Active management is an approach to investing which maintains that portfolio managers can produce greater returns for a given strategy than can be achieved through passively holding a given index. You’re always free to switch your portfolios, whenever you want, without fees or penalties.