When you sign up, Haven gets to know your financial situation, your goals, timelines, and how much risk you’re comfortable with, to match you with a portfolio that is personalized for you.
Our portfolios include low-cost exchange traded funds (ETFs) of stocks and bonds from Barclays, BlackRock, Charles Schwab, or Vanguard. Our goal is to grow your money while reducing your portfolio volatility. We monitor and automatically adjust your portfolio to ensure that you maintain your recommended blend of investments, with minimal effort on your behalf. You’ll be able to see the assets in your portfolio on your Haven dashboard.
You can sell your investments and move money from Haven at any time.