Automated Portfolios
Invest Smarter, Not Harder
MeyerTrust's automated portfolio service combines the sophistication of a wealth manager with the simplicity of a savings account. Tell us your goals, and we handle everything — building, managing, and optimizing your portfolio automatically.
Start Automated InvestingChoose your risk profile
We build a diversified portfolio matched to your risk tolerance and time horizon.
Conservative
Capital preservation with modest growth. Suitable for short time horizons or low risk tolerance.
Moderate
Balanced growth and stability. The most popular choice for long-term investors.
Aggressive
Maximum growth potential. Best for long time horizons and high risk tolerance.
How automated investing works
Set it and forget it — our platform handles every aspect of portfolio management.
Goal-Based Investing
Tell us your goal — retirement, home purchase, education — and your timeline. We build and manage a diversified portfolio designed to get you there.
Automatic Rebalancing
Your portfolio drifts as markets move. We automatically rebalance back to your target allocation, keeping your risk profile consistent.
Tax-Loss Harvesting
Our algorithms continuously scan for tax-loss harvesting opportunities, offsetting gains and reducing your annual tax bill automatically.
Diversified Portfolios
Portfolios built from low-cost index ETFs spanning U.S. stocks, international stocks, bonds, and real estate — optimized for your risk tolerance.
Automatic Contributions
Set up recurring deposits and your money is automatically invested according to your portfolio allocation. Dollar-cost averaging made effortless.
Hands-Off Management
Once set up, your automated portfolio runs itself. No need to monitor markets or make investment decisions — we handle everything.
Start your automated portfolio today
Open an account, answer a few questions, and we'll build your portfolio in minutes.
Get Started