Automated Investing
Sophisticated Investing on Autopilot
Not everyone wants to spend hours researching stocks. MeyerTrust's automated investing service manages your portfolio for you — using algorithms to build, rebalance, and optimize your investments while you focus on living your life.
Self-Directed vs. Automated Investing
| Feature | Self-Directed | Automated |
|---|---|---|
| Investment decisions | You decide | Algorithm decides |
| Rebalancing | Manual | Automatic |
| Tax-loss harvesting | Manual | Automatic |
| Time required | High | Minimal |
| Customization | Maximum | Risk profile based |
| Best for | Active investors | Hands-off investors |
How automated investing works
Set your goals, choose your risk level, and let our algorithms handle the rest.
Algorithm-Driven Portfolios
Our algorithms continuously monitor your portfolio and make adjustments based on market conditions, your risk tolerance, and your stated goals.
Automatic Rebalancing
When your portfolio drifts from its target allocation, we automatically rebalance — selling overweight positions and buying underweight ones.
Tax-Loss Harvesting
Our system scans your portfolio daily for tax-loss harvesting opportunities, potentially saving you thousands in taxes each year.
Dividend Reinvestment
All dividends are automatically reinvested into your portfolio according to your target allocation, maximizing the power of compounding.
Risk-Based Portfolios
Choose from Conservative, Moderate, Aggressive, or custom risk profiles. We build and manage a diversified portfolio matched to your preferences.
Transparent Reporting
Monthly performance reports, tax documents, and real-time portfolio visibility. You always know exactly what you own and how it's performing.
Let your money work while you don't
Open an automated account in minutes. No minimums, no ongoing decisions required.
Get Started