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Explore How M1 Can Help You Reach Your Goals
M1 Offers Solutions for a Variety of Investment Opportunities
Professionally Managed

We offer a balance of management and automation, so you can find the direction right for you and stay on track.

Your Own Pie

Create your personal pie, using our pre-built portfolio templates, or customize it to your unique goals.

Methodology

At M1, we use Modern Portfolio Theory to create efficient and effective investment opportunities.

Professionally Managed

M1 offers a variety of different portfolio templates you can choose from. Each of these are professionally designed for specific investment scenarios. Choose one that is right for you, or mix them together.

You can even add individual stocks; M1 customers can add shares – or even fractional shares – to their portfolio from any company traded on the NYSE or NASDAQ.

We all have different investing goals, and M1 allows you to create your own personal pie, a customized portfolio tailored exclusively for you.


Explore Our Portfolios
Methodology

M1 uses proven, best-in-class methodologies to design our template pies, including Modern Portfolio Theory, which is commonly used by most brokerages to create the most efficient possible investing portfolios.

Not only do we leverage the same professional methodologies as some of the largest brokerages and mutual funds, but we can do so for one simple and affordable fee

Frequently Asked Questions
Do I have to invest in an M1 Portfolio if I use M1?

No, you may build an entirely custom portfolio from most NYSE/NASDAQ securities. These portfolios are presented as options for those people who may need help getting started investing, or for people who don't want to manage a strategy themselves.

Can I invest in other assets in addition to an M1 Portfolio?

Yes! You can create a portfolio using just an M1 Portfolio, or use one as a portion of a larger investing strategy.

How often are M1 Portfolios updated?

Once per quarter.

Can I make edits to an M1 Portfolio?

Not at this time. We regularly make updates to M1 Portfolios to keep them in line with their strategy.

Learn more in our Support Center
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Check the background of M1 Finance Inc. on FINRA's BrokerCheck

Member of SIPC. Securities in your account protected up to $500,000. SIPC insurance does not protect against loss in the market value of securities. For additional information visit www.sipc.org. Securities and services are provided to clients of M1 by M1 Finance Inc., member FINRA/SIPC. Investments are not FDIC insured and may lose value. Investing in securities involves risk and there is always the potential of losing money when you invest in securities. Please consider your objectives and M1 fees before investing. Past performance is not a guarantee of future results. Not an offer, solicitation of an offer, or advice to buy or sell securities in jurisdiction where M1 Finance Inc. is not registered.

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