MyAdvisor
A New Generation of Digital Wealth Management
BBAE’s MyAdvisor brings cutting-edge wealth management to your fingertips. Our technology-powered portfolios track smart beta indexes with track records of outperforming the market.
Smart Beta is an investment strategy that combines the benefits of both passive and active investing. It aims to outperform traditional market-cap-weighted indexes by using alternative weighting schemes based on quantitative factors, such as value, growth, or quality. This approach generates excess returns over time by systematically exploiting market inefficiencies.
BBAE’s MyAdvisor smart beta portfolios consist of stocks selected based on growth and value factors. These portfolios are rebalanced regularly to optimize performance using dynamic style mapping.
With BBAE’s MyAdvisor, you can own baskets of stocks at the touch of a button – baskets that often contain hundreds of stocks, making them as diversified as broad-market ETFs of mutual funds. Yet unlike funds, you own each position individually, giving you full transparency.
BBAE’s MyAdvisor has strategic partnerships with some of the industry’s most respected asset allocators, including MarketGrader, a 20-year veteran of smart beta, which has a history of creating portfolios that have outperformed their benchmarks, and BlackRock, the world’s largest asset manager.
BBAE’s MyAdvisor ensures smart beta investing is within reach for all investors minimums as low as $2,000. Our fees are reasonable and straightforward: 50 basis points annually for assets in all portfolios.
With BBAE MyAdvisor, you gain access to personalized, expert financial guidance designed to help you navigate the complexities of the market and make informed decisions for your financial future.
We assess your risk tolerance through an in-depth questionnaire, then construct your portfolio to generate targeted returns at a risk level you’re comfortable with. Our rigorous evaluation process helps protect you from overextending your investment risk.
Founded in 1999, MarketGrader has pioneered smart beta and alternative indexing for more than 20 years. By analyzing 41,000 global stocks daily using a proprietary and fundamentals-based 24-variable method, MarketGrader produces a rating on every stock, and in turn produces smart beta indexes based on those weightings. A full 47 out of MarketGrader’s 52 indexes have beaten their benchmarks over the past 10 years – and by more than 4 percentage points per year, on average.
View PortfoliosDiscover the power of smart beta investing with BBAE MyAdvisor. Open an account today to unlock tailored financial guidance and take control of your financial future!
Why BBAE?
Experience BBAE, the investment platform designed with you in mind. We prioritize your needs by aligning incentives, offering a wide range of investment options, and providing industry-leading content resources. Bid farewell to excessive trading as we focus on maximizing your long-term returns. Take control with self-directed trading supported by top-tier research, explore thematic and famous investor portfolios, or opt for our actively managed smart beta portfolios. We empower you with comprehensive content resources to make informed investment decisions.
The BBAE Difference
MyMarket: For hands-on investing, take the wheel with trading tools, data, and education for self-directed investors. Choose your own adventure.
Discover: For exploration and ideas, engage cruise control and explore curated investing themes, sectors, and portfolios. Learn strategies employed by the world’s most successful investors.
MyAdvisor: For hands-free investing, sit back and relax while our digital wealth management platform and portfolios tailored to you handle the driving. Achieve your goals powered by expertise that generates results.
Why Choose BBAE?
Solutions for Any Level: Offering control or guidance, we support your financial journey, tailored to your unique needs.
Decades of Data and Experience: Leveraging insights and smart beta indices proven to outperform the market, delivering optimal outcomes.
Innovative Technology: Enabling personalized solutions through digital platforms, based on your goals and interests.
Backed by Knowledge Leaders: Working with renowned partners to ensure expertise and a track record of performance.
For investing tailored to you through choice or guidance, experience the BBAE difference. Reimagine your journey to financial freedom on your own terms. However you choose to invest, we guide you there.