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Experience the Personal Capital Difference


Personal Capital is the smart way to track and manage your financial life. Get award-winning financial tools and personal attention from registered financial advisors for significantly less than traditional financial advisors.


Personal Capital
All Your Accounts, All in One Place
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The Personal Capital dashboard works with all of your financial accounts - from your checking and savings accounts to your investment and IRA accounts to your mortgage, home equity loans and credit cards to give a complete picture of your net worth, any time, on any device.

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Dedicated Financial Advisors
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You get personal attention from two dedicated financial planners who will develop a lifelong financial strategy tailored to your needs. The result is a complete transformation in the way you understand, manage and grow your net worth.

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Personalized Investment Strategy
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Our asset allocation decisions and portfolio construction is driven by your personalized data and specific cash flow needs, not a simple algorithm based on a few questions. This ensures a truly customized strategy just for your specific situation and not a “cookie-cutter” solution.

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No Conflicts of Interest
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As fiduciaries, our advisors are legally bound to act in your best interest and will never put their personal financial gain above yours. Advisors associated with broker dealer firms are often incentivized to recommend high margin investments.

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Advice On Your Full Financial Picture
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Using the Personal Capital dashboard, we build your portfolio across all of your accounts, placing each security in the optimal tax status account. We will review all of your accounts, even those not under our management – to give you the best advice for your financial portfolio.

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Smart Indexing
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We advocate an evenly weighted approach to sectors and styles in US stocks. This provides extra return and reduced risk from sector “bubbles” for our clients.

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Fully Customizable Portfolios
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Our solutions are highly personalized to you. We can add specific securities or eliminate securities you don’t want, adjust allocations based on specific circumstance, and build you an investment plan that is both cost- and tax-efficient.

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Award Winning Mobile Apps
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Optimized for iPhone and Android phones, tablets and watches, the Personal Capital app is used by nearly 1 million users to track and manage their net worth.

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6,987 reviews iTunes Store

Full Financial Planning
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From 529 plans and college financing, to estate planning, cash flow and savings plans, home financing, stock options and equity opportunities, our registered advisors provide a full array of financial planning support.

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Tax Loss Harvesting
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Our portfolios combine ETFs and individual US Stocks, which provide optimal tax harvesting opportunities. 100% ETF portfolios offer limited tax harvesting possibilities.

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Free 401k Fund Selection Advice
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Locked into your employer’s 401k plan? We can help provide guidance on your fund allocations to complement the rest of your investment portfolio.

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Available Across Multiple Channels
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Our Advisors can be reached by phone, web conference, chat or email.

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