What does building a core portfolio mean and how can it help you achieve your goals?

Building a diversified core investment portfolio means investing in stocks or bonds of well-established companies within many different industries and sectors. There are several types of investments that investors can use to build a core, including individual stocks and bonds, index funds or ETFs, or through customized portfolio management. If done correctly, investors gain broad exposure to the financial markets that can potentially reduce risk and large fluctuation during periods of high volatility.
Ready to begin?

Lower investment costs keep more of your money working for you

See how we keep your long-term costs down, so you have a better chance of long-term investing success.
*This fee calculator assumes the maximum iCore fees, which is 0.04%. Fees range from 0.0% to 0.04%. Fee calculator results do not take market value fluctuations into consideration. Custodian may charge a commission when securities are bought or sold in iCore accounts. Commissions and other fees (if any) are not calculated in this simulation. Fees for wealth management and fully managed accounts are higher. For informational purposes only.

Fees over ten years

We believe in a long-term approach to investing. Enter the amount you want to invest and see what your fees might be over a ten-year period of time. Note that fees will fluctuate as the value of the account changes. For example: if you enter $10,000, you can expect to pay $400 over that period of time, or $40 per year. This assumes that the value of the account does not fluctuate.
No commas or special characters.
Fees over ten years*$

Open an Account?

Already a client? Log in to manage your account, make a deposit, or open another account.
Select language

Global Advisers