Robo advisor

Keith Tan, CFA

Online platforms that provide automated investment advice to retail investors.  Such services may be fully automated or assisted by a human investment advisor.

An optimal portfolio allocation is computed based on the client’s financial position, return objectives, risk toleranc, and constraints.

Robo-advisory services tend to offer passively managed investments with low fees, low minimum account sizes, and conservative recommendations. The primary advantage of robo-advisors is their low cost to customers and low minimum account sizes, which may make investment advice more accessible to a larger number of investors.

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