
Automated portfolio management
Automated portfolio management, often called robo-advisors, uses computer algorithms to create and manage investment portfolios. These systems analyze your financial goals, risk tolerance, and time horizon to automatically select, buy, and rebalance a diverse mix of assets like stocks and bonds. This process seeks to optimize your investments with minimal manual effort, reducing costs and emotion-driven decisions. Essentially, it provides a personalized, efficient, and consistent way to grow and protect your investments, making professional-style portfolio management accessible to a broader range of investors.