Ask Stash

How is this Smart Portfolio recommended for me?

The Smart Portfolio mix is selected to be best-suited to your risk profile. Staying invested is really important, and we know that you are more likely to stay the course if your portfolio offers you a  comfortable balance of growth and volatility (or the most comfortable balance of reward versus risk over the long term). That’s why we ask questions about your personal and financial background when you join Stash—we are trying to figure out what balance will be most effective for you. You can learn more about risk profiles here. For more information about the investment selection process and how we allocate funds, check out  this link.  


DISCLOSURES

A “Smart Portfolio” is a Discretionary Managed account whereby Stash has full authority to manage.

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