The Wealthfront investment methodology consists of five steps: (1) Identify a diverse set of asset classes, (2) Select the most appropriate ETFs to represent each asset class, (3) Apply Modern Portfolio Theory to construct asset allocations that seek to maximize the expected net-of-fee, after-tax return for each level of portfolio risk, (4) Determine your risk tolerance to select the allocation that is most appropriate for you, and (5) Monitor and periodically rebalance your portfolio, taking advantage of dividend reinvestment to correct deviations from desired weights.

Authors

• Person: Not available Organization: Wealthfront
  Wealthfront Classic Portfolio Investment Methodology White Paper

Sources

• Wealthfront Classic Portfolio Investment Methodology White Paper research.wealthfront.com Wealthfront via serper

Referenced by nodes (3)

• Wealthfront entity
• asset classes concept
• portfolio risk concept