You Can Invest With Us Now
Onward is an automated investing platform designed to help investors simplify the process of reaching their long-term goals.
We call it goal based investing. Onward allows investors to put their money to work, aimed at dedicated goals they find important. We've custom-built portfolios designed to be straightforward and hassle-free. It is the simplest way for investors to access our recommendations and grow with us.
Start by sharing a little about yourself: Start Here
Low-cost portfolios designed to meet each client's specific goals.
A simple and intuitive client interface including performance reporting.
Live updating of financial goals and progress reporting.
Unbiased & Expert Advice
Regular guidance without product sales or hidden agendas.
Automated rebalancing and trading.
Assets custodied at Betterment.
|Assets We Manage||Fee|
|$0 - $100,000||0.50% annually|
|Above $100,001||Call for pricing|