Invest Clearly

Investing Made Simple with Invest Clearly. We believe in low cost investing and offer sophisticated index fund portfolios that start at a flat fee of $249 per year.

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We utilize globally diversified portfolios of low cost Exchange Traded Funds (ETFs) for our portfolios. ETFs provide a high level of diversification and customization all at a fraction of the cost of traditional money management.

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*Choose from standard or tax-smart plans

*Save thousands of dollars compared to traditional advisors

*Custom allocations built for each investor

*Ultra low cost internal portfolio expenses