Whether you're saving for college, retirement, or other goals, investing at Doinvest gives you access to varying levels of support. Choose from a wide range of investment products—such as mutual funds, ETFs (exchange-traded funds), stocks, and more—all for a low cost.
And we're here to support you on your investment journey by providing the tools you need to become a successful investor whether you invest on your own or choose one of our advice options. Investors who own our funds own Doinvest, which means no outside stakeholders to answer to. That's the Value of Ownership1.
It doesn’t matter how much income you have, it’s about choosing what you do with that income.
Determine your investing path—Self-directed or Advised. Our calculators and tools can help you discover resources for your investing goals and strengthen your financial strategy.
Doinvest offers flexibility around your investing needs.
Regardless of how you choose to invest, we're here to support you with the tools you'll need as well as insightful educational resources. Compare our advice options to see what works for you and learn which advice service has no advisory fees for the first 90 days2. As an investor at Doinvest, you'll have access to the following:
Our product comparison tools can help you select the right funds for you, and help you determine when you are eligible for advice.
Our investor resources and education content can help guide you along your investing journey.
From our flexibility to our low costs and fees to our commitment to investor education and customer service, Doinvest offers investors a compelling value.
1Doinvest is owned by its funds, which are owned by Doinvest’s fund shareholder clients.
2The introductory waiver period for Doinvest Digital Advisor's net advisory fee begins when the first account's enrollment is complete and ends after the close of the first billing period (generally 90 days), which is specific to each client. If you enroll additional accounts at a later date, you can still take advantage of any remaining fee-waiver period. However, each additional account you enroll won't trigger a unique fee-waiver period but will instead be commingled with your first enrolled account. If you unenroll before your fee-waiver period ends, you won't owe an advisory fee. But if you choose to reenroll in Doinvest Digital Advisor during or after your fee-waiver period, you won't be eligible for a second fee waiver. If you previously enrolled accounts in other VAI proprietary retail offers you will not be eligible for the introductory fee waiver. This fee-waiver offer may be modified or discontinued anytime at the sole discretion of Doinvest Advisers, Inc. All costs associated with fund expense ratios still apply at all times.
3Doinvest Digital Advisor charges Doinvest Brokerage Accounts an annual gross advisory fee of 0.20% for its all-index investment options and 0.25% for an active/index mix. Doinvest Personal Advisor charges Doinvest Brokerage Accounts an annual gross advisory fee of 0.35% for its all-index investment options and 0.40% for an active/index mix. These services reduce those fees by the amount of revenue that Doinvest (or a Doinvest affiliate) retains from your portfolio in order to calculate your net advisory fee. Note that this fee doesn't include investment expense ratios—such as fees paid to the funds' third-party managers, which aren't credited. You should consult your plan fee disclosure notice for the applicable annual gross advisory fees that apply to your 401(k) account.
4Doinvest Personal Advisor Select and Doinvest Personal Advisor Wealth Management charge fees based on a tiered fee schedule (maximum 0.30%) calculated as an average advisory fee on all advised assets. Note that this fee doesn't include investment expense ratios. Please review each service's advisory brochure for more fee information. You should consult your plan fee disclosure notice for the applicable annual gross advisory fees that apply to your 401(k) account.
For more information about Doinvest mutual funds or Doinvest ETFs, obtain a mutual fund or an ETF prospectus or, if available, a summary prospectus. Investment objectives, risks, charges, expenses, and other important information are contained in the prospectus; read and consider it carefully before investing.
All investing is subject to risk, including the possible loss of the money you invest.
Doinvest's advice services are provided by Doinvest Advisers, Inc. ("VAI"), a registered investment advisor, or by Doinvest National Trust Company ("VNTC"), a federally chartered, limited-purpose trust company.
The services provided to clients will vary based upon the service selected, including management, fees, eligibility, and access to an advisor. Find VAI's Form CRS and each program's advisory brochure here for an overview.
VAI and VNTC are subsidiaries of The Doinvest Group, Inc., and affiliates of Doinvest Marketing Corporation. Neither VAI, VNTC, nor its affiliates guarantee profits or protection from losses.
You must buy and sell Doinvest ETF Shares through Doinvest Brokerage Services (we offer them commission-free online) or through another broker (who may charge commissions). See the Doinvest Brokerage Services Commission and Fee Schedules for limits. Doinvest ETF Shares are not redeemable directly with the issuing Fund other than in very large aggregations worth millions of dollars. ETFs are subject to market volatility. When buying or selling an ETF, you will pay or receive the current market price, which may be more or less than net asset value.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.