Why Choose
Invested Interests?

Powerful tools

Trading tools
All clients have access to powerful online trading tools, provided to you through our partnership with TD Ameritrade™. These real-time trading tools will help you monitor markets and manage data to help you spot and seize potential opportunities.

Social investing tools
In addition, our clients have full online access to our social investing tools. Access to our award winning Mutual Fund Social Screen Tool™ means you'll never own a fund that conflicts with your values.

Advisor assistance
Our advisors will help you select and execute any trade. We will create and maintain efficient portfolios based on your investment objectives.

Monte Carlo simulation
Invested Interests™ uses a powerful statistical approach, called Monte Carlo simulation, to project the potential growth of your investments. Our Monte Carlo simulation uses three important variables of each asset you own: its projected return, standard deviation (volatility), and correllation (relationship to all other assets). With this data, our simulation runs a random number simulation of 1,000 to 1,000,000 possible return paths your investment may take. Currently, this is the most advanced way to project future investment returns and we use it with every client.

If you have any questions, please contact us at 1.800.613.7875 or via our online contact form.

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Available 9:00am to 6:00pm PST

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