Investments for goals of all sizes
Achieve what matters to you and your community by planning for (and meeting) your financial goals. Whatever they happen to be.
Innovative Technology
The Innovative Technology portfolio invests in pioneer companies set to transform the future economy and society. Invest in U.S. and global companies whose products and services are driving innovation through clean energy, semiconductors, robots, virtual reality, blockchain, and nanotechnology. It offers a diversified, relatively low-cost approach to long-term investing with the potential to take advantage of the growth of new industries with increased exposure to risk.
Decentralized Finance
The Decentralized Finance portfolio focuses on crypto assets offering financial services without the need for banks or other centralized institutions. Also known as DeFi, these assets leverage blockchain technology to support peer-to-peer lending and borrowing, trading, and other financial transactions. This expert-built portfolio was created to help manage risk with the objective of delivering meaningful returns from some of crypto’s most innovative applications.
Gold Reserve
Gold Reserve is our no-fee, 100% Gold account, which shields your money from market volatility. Because the returns on this account are low, relative to potential market returns, we typically recommend it only for money you plan to spend within the next year. This account includes the following features: 3.75% APY (variable)*, FDIC-insured up to $1 million at our program banks ($2 million for joint accounts)†, and fast access to your money.
Crypto universe
The Crypto universe portfolio features an especially diversified collection of cryptocurrencies, including established coins like Bitcoin and Ethereum. It offers broad exposure across the crypto landscape, from decentralized finance to the metaverse and more. This portfolio is designed by experts to help manage risk with the objective of delivering meaningful returns.
Who it's for
