There’s Investing…
and Then There’s Ellevesting

Lower fees and dynamic portfolios can make a big difference in your bottom line.

Performance ellevesting graph desktopPerformance ellevesting graph mobile

A Forecast You Can Plan With

Ellevest builds forecasts that include the impact of taxes & fees — believe it or not, this is not always standard practice. This way, it’s less likely that the money you end up with falls short of your expectations.

Forecast to have
  • None
  • Taxes
  • Fees
$60k Goal: appears on track
Performance Forecast
  • Most Digital Advisors
Performance happens mobilePerformance happens desktop

&#^% Happens.
We Forecast For It.

We know you make important decisions with our forecasts, so it’s essential we project the most realistic scenario possible.

This means we include historic downturns similar to what we’ve seen in the past.

A Realistic View of Market Behavior
Performance happens graph desktop

Source: Morningstar Investment Management LLC. Used with permission

We use a Morningstar projection engine that uses historic market observations to:

  • Forecast how your portfolio may perform in hundreds of market scenarios
  • Create conservative yet realistic forecasts
  • Project goal targets that you have a 70% likelihood or better of achieving
Performance happens graph mobile

Source: Morningstar Investment Management LLC. Used with permission

More from Our Resource Center

Fast and Curious: The ABCs of Ellevesting

Breaking down the Ellevest investment methodology one acronym at a time.

How Ellevest Keeps Forecasts Realistic

Investing forecasts help you understand whether you’re on track to hit your money goals. So it’s our responsibility to make them as realistic as possible.

What to Expect from Ellevest Digital

Your money goals aren’t cookie-cutter, so your investment portfolio shouldn’t be either. Here’s how we build personalized portfolios for our online clients.