— Sylvia Kwan, Chief Investment Officer
How much risk should you take?
Depends on your goal.
A risk quiz isn’t enough. That’s why we tailor the mix of stocks, bonds & alternatives to each of your individual goals.
What We Consider:
Ellevest Impact Portfolios includes asset class diversity — while investing to create thriving communities, to support sustainable, accountable companies, and ultimately to advance women.
Contains Impact Fund
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.
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.
$0 Minimum. Grab Life By The Bottom Line.