We offer a balance of management and automation, so you can find the direction right for you and stay on track.
Create your personal pie, using our pre-built portfolio templates, or customize it to your unique goals.
At M1, we use Modern Portfolio Theory to create efficient and effective investment opportunities.
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.
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
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.
Yes! You can create a portfolio using just an M1 Portfolio, or use one as a portion of a larger investing strategy.
Once per quarter.
Not at this time. We regularly make updates to M1 Portfolios to keep them in line with their strategy.