Advice

Your Personal Investment Adviser on the Web

Personal advice, customized to you

RetireHub can deliver personalized advice, customized to your situation. Our advice takes into account the amount of time you have remaining in the workforce, your current assets and even your tolerance for risk and so much more.

The right asset allocation for you

You know you should be diversified. But are you getting enough return for the amount of risk you are taking? Perhaps you should be taking more or less risk given your situation. Retirehub answers all of these questions and more. And we have a plan to keep your allocation on track as your life changes and as the market changes (link).

The best mutual funds and ETFs

RetireHub continually screens the investment options available to identify the best funds for your situation. Our focus is on low-cost funds and ETFs that deliver the returns you need to keep your retirement plan on track. And if a fund doesn't live up to expectations, we will tell you precisely what you should do about it so you can make the change in your portfolio.

Sound investment methodology

RetireHub's investment methodology is based on the sound principles of the Nobel Prize winning methodology called Modern Portfolio Theory. The basic constructs are simple: invest for the long-term, reduce surprises and diversify, diversify, diversify. For more information on our investment methodology, click here.

Sophisticated optimization engine

RetireHub's investment plan is delivered with a sophisticated optimization engine. What this means to you is that take care to get you the best portfolio and we ensure that your funds which you used to implement your plan are combined in a precise way.

A "Road map" to implement your plan

Your investment plan is easy to implement and adjust. We will tell you exactly what funds to trade, exactly how much of them to trade and exactly when to trade them. If you don't have any experience trading your accounts, don't worry. We will guide you through that as well.