Build a resilient financial portfolio with passive strategies
Wealthstack gives you the tools to design diversified, low-cost portfolios aligned with your goals. Combine index funds, factor tilts, and income strategies. Automate rebalancing and track progress with clarity.
Global Indexing
Factor Tilts
Auto Rebalance
Risk Controls
Why Wealthstack
Passive investing does not mean passive planning. Our platform brings clarity to asset allocation and makes disciplined investing easier. We focus on transparency, low costs, and diversified exposures so you can stay the course through market cycles.
Risk-first design
Set target risk, not just returns. Wealthstack optimizes allocations to keep drawdowns and volatility within your comfort zone while preserving diversification across regions and asset classes.
Low-cost building blocks
Construct your portfolio using liquid, low-fee ETFs and index funds. Transparent expense ratios and estimated slippage help you keep more of what markets deliver.
Automated discipline
Rebalancing prompts and drift alerts keep your portfolio aligned with its target. Choose calendar or threshold rules and apply tax-aware preferences.
Factor tilts
Add size, value, or quality tilts with clear, research-backed exposures. Blend factors to pursue excess risk-adjusted returns without overconcentration.
Income options
Incorporate bonds, dividend ETFs, and laddered Treasuries to meet cash flow needs while balancing risk and duration.
Clear analytics
Scenario tests, historical backfill, and factor attribution show what drives risk and return so you can invest with confidence.
How it works
Move from planning to execution in a few guided steps. Wealthstack helps you turn principles into a disciplined portfolio you can maintain over time with less effort.
Plan
Define goals, horizon, and risk budget. Choose a base index allocation and optional factor tilts.
Build
Map exposures to specific funds with liquidity and fee filters. Generate weights and trading checklist.
Maintain
Monitor drift, receive alerts, and rebalance with tax-aware options. Track performance and risk in one view.
Strategy studio
Explore three research-driven approaches you can mix and match. Toggle views to understand exposures, typical holdings, and role in your plan.
Global Market Indexing
Track broad equity and bond markets using low-cost index funds. Capture global growth, reduce single-country risk, and keep turnover low. Ideal as a portfolio core for most investors seeking market returns with minimal intervention.
Start building a durable plan today
Set a goal, pick a core allocation, add optional tilts, and let automation handle the rest. Clear analytics keep you informed without noise.