Just a quick shout-out to our clients who have their accounts managed by us at Betterment Institutional: thanks a million! This week, we crossed the $1,000,000 threshold in client accounts held there.
Betterment and nVest Advisors makes a great partnership for our clients. Betterment’s active account management, under our guidance and instruction, gives our clients a cost-effective, quality investment platform at the lowest advisory costs we offer.
If your account is held at another custodian, and you’d like to see how the high-tech and easy-to-use platform of Betterment might be a great place to invest, reach out to us for a quick account review.