We provide personalized investment recommendations to help you take the right level of risk. Your money is invested in a diversified portfolio of cash and Exchange Traded Funds (ETFs).
We offer five portfolios that vary in risk and return:
- Conservative: ideal for beginner investors or people who want to minimize risk and preserve capital
- Starter: ideal for beginner to intermediate investors who are able to take on some risk for modest returns
- Classic: ideal for beginner to intermediate investors who are able to take on moderate risk for moderate returns
- Classic Plus: ideal for intermediate to advanced investors who are able to take on high risk for high returns
- Advanced: only suitable for experienced investors who are able to take on higher risk for higher returns
Risks
We provide personalized investment recommendations to help you take the right level of risk.
Like all investments, the value of your portfolio will fluctuate based on market conditions.
Please consider, among other important factors, your investment objectives, risk tolerance, and Finch’s pricing before investing. Past performance does not guarantee or indicate future results.
Historical Returns
You can find information about historical returns in your Finch app:
- Tap on the Invest tab in the bottom menu
- Tap on Stocks or Bonds to review performance data
Tap the numbers under the chart to toggle between the last 30 days, 12 months, and 5 years.