Our philosophy on investing. Derived from the words Capital, Capitalize and Wise.

Capital – Wealth in the form of money or other assets owned by a person or organization.

Wise – having or showing knowledge, experience or good judgment.

Capitalize – take the chance to gain advantage from.

“Take advantage of smart investment opportunities – Capitalwize.”

Want to create an investment plan to achieve your goals? Start here.

We take core principles and integrate them with innovative technology to make our investment strategy efficient.

We recommend how much you should invest and what type of account it should be in for each specific goal. All while professionally managing your portfolio.

  • Are you on track for retirement? Take this 30-second quiz to find out!
Are you on track for retirement? Take this 30-second quiz to find out!
  • Intelligent Rebalancing

Together we will decide your appropriate risk level, while the intuitive software will keep it in line with intelligent rebalancing. Every transaction will reduce the need to sell shares to rebalance. We have safeguard’s against any allocation changes you make by intuitively reminding you to contact us

  • Tax-Efficient Investing

Tax loss harvesting is the practice of selling a security that has experienced a loss. By realizing, or “harvesting” a loss, investors are able to offset taxes on both gains and income. The sold security is replaced by a similar one, maintaining the optimal asset allocation and expected returns. Our Tax- efficient software will transact shares intelligently, harvesting losses automatically. You will be automatically reminded to reach out to us if transactions will affect your tax bill.

  • Automatic Deposits

Automation trumps determination. Investing made simple with automated deposits.  Setup up automated deposits to grow your balance. We can even setup automatic withdrawals once you’re ready to retire.

  • Planning Tools

We will work together to set up your financial goals. We will make sure you stay on track to a comfortable future with RetireGuide – a revolutionary retirement planning tool that is backed by sophisticated financial modules. You can login anytime and see if your plan is on track.

  • Performance Tools

We can look at your goals compared to various benchmarks and see your progress. See historical data on common portfolios and see time-weighted returns for any period.

  • 60-Second Rollovers

You may have a 401(k) with a former employer, or an IRA at another provider—but are you really on track for retirement? Is your account aligned with your best interests? Are you getting the services you need to reach your goals?

Our mission is to be completely transparent and aligned with our customers, which means we have no hidden fees or conflicts of interest. We offer services that we believe will make our customers smarter investors—and ultimately reach their goals.

  • Proven Portfolio Strategies

Each of the strategies is designed to serve your unique investing needs, while leveraging market-leading portfolio management technology and award winning user experience.

Looking to start a 401(k) for your company or in need of a better solution than the one you currently have, learn more about our institutional offerings. 401(k) for business

*Other investment strategies are available and we decide when it makes sense for our clients on a case by case basis. If you would like more information, contact us.

Assets Valuation
Fee
Up to $500,000 1.25%
 $500,001-$1,000,000 1.00%
$1,000,001-$2,000,000 .75%
$2,000,001-$5,000,000 0.65%