Investment Strategy

Our Goals

To provide the optimal investment strategy, Axos Invest Managed Portfolios’ investment team focuses on building fully-diversified automated portfolios while minimizing fees and tax consequences for each of our clients.

Balanced Portfolios

Our strategy focuses on Modern Portfolio Theory ("MPT"), which provides the framework for combining securities in a portfolio to attempt to generate the highest returns possible at a given level of risk.

This is achieved through a focus on diversification - the process of building portfolios with asset classes and securities that should move independently of each other.

Finally, we limit the percentages allocated to different asset classes in your individual holdings to what we believe is a fully diversified allocation. This ensures no portion of our clients' portfolios will ever represent an illogically large (or small) percentage.

Investing Is A Right - Not A Privilege

We do not charge investment management, trading, or rebalancing fees. We leverage technology to dramatically reduce overhead and marginal operational costs so that you can receive access to expert investment tools and start investing as soon as possible.

Tax Planning

Not only do we help you plan for the future -- we help you plan ahead for tax season. We help you keep what’s yours whether it be through tax-loss harvesting or setting up an IRA.

Invest and Chill

We'll monitor your portfolio with you.


Axos Invest, Inc., and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.