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|