How We Invest
Flexible Portfolios
- What is a Flexible Portfolio?
- How do I set up or adjust my Flexible Portfolio?
- Who might a Flexible Portfolio be appropriate for?
- What level of control does a Flexible Portfolio offer?
- If I use Flexible Portfolios, could my performance change?
- How will using Flexible Portfolios impact my fees?
Portfolio Recommendations
- How does Betterment, LLC, a registered investment advisor, invest for 401(k) participants?
- Why does Betterment use ETFs instead of mutual funds like most 401(k) plans?
- How does Betterment recommend how much risk participants take?
- How does Betterment calculate returns?
- What is the difference between mutual funds and ETFs?
Betterment's Socially Responsible Investing Portfolio Strategy
- Why don't I see the option to update my TCP goals to the SRI portfolio strategy?
- If I have TLH enabled, how long will I be in the tertiary position?
- Is there a balance minimum for the SRI portfolio option?
- Is this available to everyone?
- Can I go back to the Betterment portfolio once I opt into SRI?
- Will the performance of my SRI portfolio deviate from my Betterment portfolio?