Discretionary advisory services are provided by Betterment LLC, an SEC-registered investment adviser, with associated brokerage transactions provided by Betterment Securities, Member FINRA/SIPC. Self-directed mutual fund investment options are made available through the services of an independent investment advisor, or your plan sponsor. These have been selected to offer a broad and diverse range of investment objectives, with high Morningstar ratings and some of the lowest expense ratios in the industry.
You may choose from among a number of pre-selected mutual funds from nationally recognized fund families. I have some investment experience and prefer mutual funds. Once you answer a few brief questions about your investment goals and priorities, Betterment will build a personalized portfolio of exchange-traded funds (ETFs) with investment mixes and risk levels that are suitable for you. Betterment is an independent online investment advisor and combines low-cost, tax-efficient investment strategies with technology and personalized advice to help you pursue your financial goals. You may choose to have Betterment manage your investment funds. I want help investing and don’t want to spend a lot of time managing my portfolio. You can choose to invest based on how experienced you are and how involved you want to be in selecting your investments. Corporate Membership dues may be subsidized in whole (or in part) by the company or may be paid by the individual employees (some restrictions apply)įor current membership pricing and promotions, please contact Membership Services at (810) 606-7523.You currently have diverse investment options in your HSA, including self-directed mutual funds and digitally managed investments from Betterment.We offer reocurring month to month individual memberships for companies to assign to their employees.Pickleball Members are allowed access to our Open Pickleball Play only (some restrictions apply).Parkinson’s Membership gives you access to our Parkinson’s classes only.We offer reoccurring month to month individual memberships.
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