Invest in What Matters Most to You
A Diversified Approach to Investing
Diversification plays a key role in managing risk through changing market conditions.1 Whether you want to select investments on your own or work with a digital solution, MissionSquare Wealth Management offers flexible ways to build a diversified portfolio. A brokerage account gives you access to a broad range of investment choices, while Digital Adviser creates and manages a diversified portfolio tailored to your goals and risk preferences, automatically adjusting as markets evolve.
Investment Options
ETFs
An exchange-traded fund blends diversification with affordability, plus the ability to trade in real time. With your MissionSquare account, choose from a selection of ETFs with whole and fractional shares so you can invest with nearly any budget.
- Lower minimum investment
- Traded throughout the day
- May be more tax efficient
Mutual Funds
Mutual funds offer an easy and cost-effective way to diversify your investments by pooling money from many investors to purchase a collection of stocks and bonds. MissionSquare Wealth Management offers the ability to purchase a variety of mutual funds, including Class A Shares, Class C Shares, and no load funds, giving you flexibility to align your investments with your goals and preferences.
- Higher minimum investment
- Traded at the end of the day
- Longer performance history
Stocks
MissionSquare Wealth Management offers the ability to purchase both U.S. and international stocks within a variety of sectors.
- Price varies by stock with fractional shares available
- Traded throughout the day
- Gives you more control in portfolio makeup
[b3-regular]Exchange Traded Funds (ETFs) are subject to market risk, including the possible loss of principal. The value of the portfolio will fluctuate with the value of the underlying securities. Investors should consider an ETF’s investment objective, risks, charges, and expenses carefully before investing. Diversification does not ensure a profit and may not protect against loss in declining markets. [/b3-regular]
[b3-regular]Investors should carefully consider their own investment goals, risk tolerance, liquidity needs and read the funds prospectus before making an investment decision. [/b3-regular]
[b3-regular]Investing involves risk, including possible loss of the amount invested. [/b3-regular]
[b3-regular]Diversification doesn’t eliminate market risk or guarantee profit. [/b3-regular]
Related Services
Digital Adviser
Roll-In Services
Financial Planning
[b3-regular]MissionSquare Wealth Management provides digital advice and guidance through Orion, which generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with MissionSquare Wealth Management through its Certified Financial Planners® or Wealth Consultants, which results in written recommendations for a fee.[/b3-regular]
[b3-regular]Consider all your options, account features, and fees before moving money between accounts.[/b3-regular]
Frequently Asked Questions
How should I invest in stocks, ETFs, or mutual funds?
What are the minimum investment requirements?
What are expense ratios?
Footnotes / Disclosures
[b3-regular]1 Diversification does not ensure a profit or protect against market loss.[/b3-regular]