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Portfolio Minimum Investment Amounts

We provide a variety of different portfolios using different investment strategies and at a range of risk levels to ensure we have solutions to meet our clients' diverse needs. Different portfolios have different minimum initial investment amounts.

Investment Strategy 
Portfolio Family
Minimum Initial Investment
Asset Allocation ETF 
Essentials Portfolio 
$100
ESG Investing 
ESG Portfolio 
$100
Cash Equivalent 
High-Interest Savings Portfolio 
$100
Active Management with Private Assets 
Private Investment Portfolio 
Private Investment Portfolio with Cleantech
$1,000
Active Management
Active Global Portfolio 
$5,000
Multi-ETFs 
ETF Portfolio 
ETF Portfolio with Cleantech
$50,000
Impact Investing 
Impact Portfolio 
$50,000

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