What's so special about Financial Tailor?
Every portfolio is unique
Your investment portfolio should match your unique personality. Every portfolio we make is uniquely tailored not only to your risk tolerance, but also to your ethical specifications.
This means avoiding companies that you may not want to support while maintaining a sophisticated low-cost portfolio. This unique strategy is made possible thanks to Financial Tailor's proprietary software combined with a lot of hard work.
Learn More
Not a Robo-Advisor
Your own advisor
We believe that you should leverage technology to construct portfolios and make service as easy as possible, but we also think that you should have access to your own dedicated licensed investment professional whose incentives are aligned with your own. As soon as you fill out a profile you will get access to your own personal adviser's contact information. Why Financial Tailor is better than a robo-adviser.
Advisers who work for you, not themselves
An adviser you can trust
At Financial Tailor, we have a fiduciary duty to our clients to do what is in their best interests. That is why our advisers do not get paid commissions. Financial Tailor is only paid a percentage based fee so that our interests are aligned with yours; if your account increases in value we get paid more, if it decreases we get paid less. We don't accept gifts from mutual funds or others that might create a conflict of interest.
Protecting Your Information.
Security is our top priority
As your adviser, it is our job to make sure that your portfolio is managed safely and that includes constant efforts to ensure to protect your personal information and assets from breaches. Your funds are held with a third-party broker that carries SIPC insurance as well as third-party insurance. Your information on Financial Tailor is encrypted and password protected. Transactions in your account require two-factor authentication. In the event that a data breach is discovered you will be notified immediately.