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PORTFOLIO RECOMMENDATIONS: PERSONALIZED, FAST, FREE.
WE’RE AN INVESTMENT ADVISORY FIRM WHO SPECIALIZES IN BUILDING
LOW-COST, RISK-APPROPRIATE PORTFOLIOS OF INDEX FUNDS AND ETFS. SOME
ADVISORS CHARGE HUNDREDS FOR PERSONALIZED PORTFOLIO RECOMMENDATIONS.
OURS ARE FREE FOR A LIMITED TIME. ROLL OVER THE BOX BELOW TO BEGIN.
Not ready for a portfolio recommendation?
No problem. Explore the site and take advantage of our free tools and advice.
Here are some good places to start:
- Discover how index investing can lower your investing costs and boost your returns
- Download one of our popular Excel-based Rebalancing Tools
- Check out our blog post about step one of the Asset Allocation Process
- See what Matt Krantz of USAToday.com had to say about us in this recent article
- Advisors, learn more about about partnership opportunities with IIY

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Whether you have $10,000 to invest or $10 Million, we can help you build a low-cost, risk-appropriate investment portfolio. Our online process typically takes less than 20 minutes to complete. Here’s how it works:

Step 1:  Take our risk questionnaire. It’s quick and confidential.

Step 2:  Choose a Portfolio Calculator:
Standard ($0) – Simple and effective. Best for first-time investors, those who value simplicity, and those with less than $50k to invest. View Sample>>

Advanced ($0) – Added exposure. Best for experienced investors with at least $50k to invest, all in tax-sheltered accounts (e.g., IRAs & 401(k)s). View Sample>>

Premier ($0) – Tax optimzed. Best for those with at least $50k in both tax-sheltered and taxable accounts. Recommends tax efficient fund placement. View Sample>>
Step 3:  Get Your Recommendation. Each report includes specific index funds and ETFs, portfolio risk/return statistics, a summary of your risk profile, and other helpful tools and tips.
*Pictured: Advanced Portfolio Recommendation
 
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