Invest Like A Woman

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Sylvia Kwan’s Not Into “Picking Winners”

“Achieving your financial goals is the whole point of investing — not how markets perform.”

— Sylvia Kwan, Chief Investment Officer

So… What About Beating the Market?

The market goes up and down, but your financial goals are often constant. That’s why we’re not only focused on maximizing your returns — but also, helping you reach your goal target (or higher) in 70% of market scenarios.

Historically Weak Markets
Historically poor markets mobileHistorically poor markets desktop
Historically Strong Markets
Historically good markets mobileHistorically good markets desktop
  • Legend averagebtm Average Investor Proxy
  • Legend highbtm S&P 500 Proxy
  • Legend goalbased Goal-Based Portfolio Proxy
About Past Performance

As for which strategy earns higher returns, in general, an all-equity “beat the market” strategy has yielded better returns in up markets. A “goal-based” strategy has historically done better during tougher times.

Different Goals Need Different Portfolios

See Examples
  • RetirementSee an Example

  • EmergenciesSee an Example

  • Build WealthSee an Example

  • Home Down PaymentSee an Example

  • My BusinessSee an Example

  • KidsSee an Example

Thoughtfully Selected ETFs

We build each Ellevest investment portfolio with a broad range of low-cost, tax-efficient exchange traded funds (ETFs) to help you reach your goals.

21 Asset Classes

Stocks

Bonds

Alternatives