We leverage technology to provide you with a simple, user-friendly, and automated investment platform. Whether you're saving for a car, house, or building your wealth, we give you the guidance and recommendations to help you build your investment portfolio.
Axos Invest Managed Portfolios is more than just a robo advisor. We provide similar services as a traditional financial advisor, but do not charge investment management, trading, or rebalancing fees.
There's no account minimum, so you can start investing today. We value all of our clients equally, whether they have $10 or $10,000,000.
Tell us what you want to achieve, and we'll automatically invest in and help monitor your portfolio.
Your personal information is fully encrypted, securely stored, and protected by our state-of-the-art technology. We ensure this by implementing security protocols and security benchmarks to protect your account.
We are also a member of the Securities Investor Protection Corporation (SIPC), which means securities in your Axos Invest accounts are protected up to $500,000 (including $250,000 for claims for cash).
When you become a client, we ask a few questions so we understand your financial goals and investment preferences.
Once you create your milestone, which is a personal savings achievement, and fund your account, we automate the process every step of the way from investing your funds to monitoring your progress to reinvesting dividends.
Love your future.