A little about Amity Advantage
Amity Capital has partnered with Betterment to create Amity Advantage, an investment platform which makes investing easier and more accessible than ever.
Watch our video to learn more, and click the link below to get started.
Still not convinced? Try our calculator to see how much of a difference time has the potential to make on your investments.
The investment process starts by giving you advice based on your age and goals to build the right customized portfolio
This is a general account designed to grow your wealth over time. We provide a recommended allocation according to the number of years you want to stay invested. The allocation can be customized to any timeline.
This account is designed to ensure you have a prudent emergency fund on hand without giving up potential growth over time. The allocation is designed to manage volatility.
This is a long-term investment account. We offer both taxable and tax-advantaged retirement accounts. Our advice customizes an asset allocation and suggests a monthly deposit according to your retirement age.
An advisor to guide you to your target
An optimal allocation tailored to you
When you deposit money into your account, every dollar is seamlessly invested in up to 12 different asset classes, optimized for your selected asset allocation.
Stock and bond ETFs are optimally weighted to provide a progressively increasing amount of risk and potential return. Lower risk portfolios have more short-term government-backed bonds and less volatile stocks. Short-term government bonds exit the portfolio above 42% stocks. As you move up the allocation spectrum, we introduce bonds and stocks with higher risk but higher potential returns.
How each fund is selected
Each ETF has been selected to balance considerations of low cost and high liquidity as a means to access each asset class. When making the selection for each ETF, we considered the following: expense ratio, bid-ask spread, assets under management, number of holdings, exchange rate hedging, and capital gains implications.
Just a few features
A simple management fee
Accounts under $10,000
Also pay $5/mo
Time is money. Utilize the power of compound interest over time to make the most out of your investment. Can you afford not to start investing?
*Compound interest illustration and information do not guarantee future results, profit, or growth. Past performance does not guarantee future results, and the likelihood of investment outcomes are hypothetical in nature.