The Atomic Automated Investment account gives you access to a tailored investment portfolio of equities and fixed income ETFs designed to match your financial goals. You provide information about:
Your investment goals - Are you considering buying a house, planning for retirement, or something else? Your investment goals will shape which investment strategy is right for you.
Your time horizon - When will you need the money in your portfolio?
Your risk tolerance - Are you comfortable riding out market ups and downs, or do you prefer a more stable approach? A strategy isn’t right for you if you can’t sleep at night.
Your values - Do you want your investments to align with environmental, societal, and governance (ESG) principles?
Atomic uses this information to build an automated portfolio that fits your needs and priorities. Using direct indexing to build out the equity portion of the portfolio and curated list of fixed income ETFs.
What is an Atomic Automated Investment Account?
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