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Your Portfolio Deserves A Second Opinion

See how well your investments are performing – and how they could do even better – with the Investment Checkup tool. Compare your current portfolio allocation to the ideal target allocation designed to minimize risk and maximize returns to meet your financial goals.

Get Started

Build A Personalized Plan

Get a customized financial plan based on your current holdings and goals
with the Investment Checkup tool.

Assess Your Risk


Review the risk in your portfolio. If you’re taking on too much investment risk, you’ll get suggestions on ways to achieve similar levels of performance while reducing risk.

Compare Your Portfolio To The Target


See if your current investments are positioned to capture the greatest returns possible. Establish a benchmark for your investments.

Get A Target Allocation


Receive an investment strategy that is the optimal blend of asset classes to achieve a given risk-adjusted return. For a more specific long-term plan, try our new Retirement Planner.

Analyze Past Performance


Examine how your portfolio would have performed in the past. Compare the performance of your investments over time against your recommended Target Allocation. Would you have left money on the table?