Once you enter the app you will be able to personalize your Finch based on three criteria.
2) Adjustable Portfolio Mix
Don't worry, we'll provide recommendations for each based on the answers you provided during our onboarding process.
Below find more detail one each criteria:
Portfolio: How should we put your money to work?
Stable: Ideal for those wanting to take low risk & prefer stability even if it means smaller gains.
Growth: Ideal for those willing to accept some risk for the possibility of greater long term growth.
Adjustable Mix: Would you like the flexibility to adjust your portfolio mix?
Yes: I would like ability to adjust my portfolio mix.
No: I’ll stick to Finch’s recommended mix.
Sustainable: Would you like to make your portfolio sustainable?
Yes: I want my investments to meet ESG standards.
No: I don’t want ESG or sustainability to be taken into account in my investments.