Investment Management
Powering you to financial success
Our sophisticated, time-tested investing approach is designed to help align your portfolio risk and return profile with your goals.
Investment management that connects the markets to your real life.
Distinctly you.
Every financial goal is personal. We look at what you want to do: how much it takes, by when, for how long, and how much flexibility you have—and that's where we begin.
Designed to face any future.
We engineer a portfolio and stress-test it across thousands of possible market and economic environments. As your life evolves, you’re not locked into a path that doesn't fit anymore.
A piece of the mental load handed off.
Your portfolio and the markets undergo frequent, structured monitoring that tells us when something needs to shift. We keep an eye on all of this so you can cross it off your list.
Connected to every part of your life.
We comprehensively model your financial life —accounts, income, benefits, taxes, costs, and future savings — and choose a portfolio that fits seamlessly, with each piece working as hard as it can for you.
How we put your money to work for you.
Data, discipline, and our deep research heritage drive our decision-making.
- Smart diversification
- Unyielding focus on value
- A pioneering, patented process
Diversification that goes deeper to reduce risk.
Soften market drops.
The same average return with more volatility can leave you with meaningfully less wealth. The smoother path that diversification provides can get you further.
Own market winners.
No single or predictable asset class leads the market every year. Diversification helps you reap rewards wherever growth shows up.
Calibrate to your goals
Your mix of assets is designed to be risk-optimized for your goals and timeline, and based in our proprietary market and economic intelligence.
Our goal: Every dollar and decision pulls its weight.
Keep more of what you've earned.
Our fund and trading choices help remove extraneous costs so more money keeps compounding and is available to meet your goals.
Own the funds worth paying for.
We look across the universe of investments aiming to find managers with real, repeatable skill that translates into more money for you and also softens the blows when times are hard—and our process has worked.
Stop overpaying taxes.
Tax decisions are built into our portfolio processes. Each choice is a personalized, measured trade-off, not a rule of thumb.
No shortcuts or commissions tied to fund selection; just data-backed portfolios.
Get pressure-tested investments.
We repeatedly evaluate 35,000+ funds seeking to identify those that best fit our portfolios—and because we don’t offer our own proprietary funds, each fund has to keep earning its place.
Remove portfolio gaps and overlap.
We look past a fund's label to understand what it really holds, so we can help you get complete—but not redundant—exposure across market categories.
Know every piece is part of a bigger picture.
We aim to engineer the combination of investments that most elegantly balances return, risk, cost, and taxes for you.
Learn more about our investment management approach
We are obsessed with your story.
Our goal is to deliver real financial confidence that can’t be found in the numbers—it’s found in a relationship that prioritizes who you are over what you own.
True partnership.
We'll always explain what we're doing, why, and the tradeoffs involved, while keeping you updated on information and events that could affect the markets and economy.
Relentless focus on your goals.
We invest to help people achieve the things that are most important to them. That's why we don’t believe in taking more risk than is necessary to meet your goals, no matter the potential for additional return.
Deep expertise working for you.
Portfolios and the world aren't static, so you need an approach that keeps up. Our team has the academic credentials and real-world experience to monitor, maintain and improve our strategies and portfolios.
“What's in our best interest is the only message I have heard from them.”
Sharon S., real Edelman Financial Engines client. Sharon was not compensated for her testimonial.
18 years
Average client tenure
94%
Client satisfaction1
1 The 2025 Client Satisfaction survey was conducted for Edelman Financial Engines (EFE) by SMG, a third-party research company on a rolling basis from January 1 – June 10, 2025 and was conducted by Qualtrics, a third-party research company on a rolling basis from June 10-December 31, 2025. Information was gathered through an online survey distributed to all traditional wealth and employee planning clients who had a comprehensive annual review (over 54,000 clients) of which over 8,300 responded (15%). Responders were asked to rate their satisfaction level shortly after a comprehensive review conversation with their planner. Averaging both surveys, on a scale of 1-5, 93.9% of the responders rated their overall satisfaction level as “Highly Satisfied” (5 out of 5).
