Personalized Portfolio

Move beyond cash.
Keep your downside defined.

Choose your downside. We'll maximize the upside.

1Pick a max loss2We optimize the portfolio3See your outcome

Self-directed0.30% annual advisory fee

Cash

3.5–4.5%

Protected principal

Equities

Full market risk

Unlimited

upside

Parity

Defined Outcome

Maximum loss you choose

~8%

Estimated upside

Build Your Portfolio

Investment

Maximum Loss

More downside room allows more upside.

Your estimated portfolio

Estimated upside~8%

Maximum loss0%

Diversified across U.S. + International equities

Illustrative example based on a 1-year outcome period.

Move beyond cash.Keep your downside defined.