**We are no longer offering mRald services to new clients**
Key Benefits of mRald:
- A managed investment strategy to meet your goals and objectives
- Automated rebalancing keeps your asset allocation in line with your risk comfort zone
- A sophisticated tax loss harvesting program available to improve your after-tax returns
- Financial advice and guidance from a qualified investment professional
- A competitive and straightforward cost structure
We believe that everybody should have access to managed investment strategies and financial advice regardless of account size, which is why we created mRald. mRald is our technology-based automated investment platform targeted at investors with less than $100,000.
It gives clients access to a globally-diversified portfolio of low-cost ETFs and leverages technology to automatically rebalance the portfolio when the underlying investments move out of line with their target weights. Additionally, clients have access to a qualified investment professional to answer any of their questions and provide financial advice and guidance along the way. The all-inclusive fee for this service is 1.00% of assets under management (AUM).
mRald’s easy-to-use platform helps you develop specific investment goals and visualize the projected impact of changes to your investing plan.