‘Demand Classic’ Portfolio
Get the most out of your investments
With actively managed portfolios crafted to help you reach your financial goals, simple investing is what Demand Wealth is all about.
Get StartedLearn MoreFree Video Chat With an AdvisorYour Classic Portfolio
Our classic investment portfolio meets your needs with low-cost EFTs and tax loss harvesting to help grow your financial future. You expect more out of your diversified portfolio, and so do we. Here are some of the ways we make it happen.
STRATEGIES BACKED BY NOBEL-PRIZE WINNING RESEARCH1
Investing in a diversified portfolio of low-cost ETFs helps you reduce fees and maximize returns.
Portfolio allocation based on risk tolerance and is subject to change.
Important Content
Read our full whitepaper and check out our blog articles below
What is a Roth IRA?
A Roth IRA is a double-tax-advantaged retirement savings account that offers tax-free earnings growth and tax-free distributions....
Why Investors Are Worried About Inflation Rising
Some economists and investors are warning about the threat of rising inflation even with the...
Lessons Learned from the GameStop Roundtrip
It's still early in 2021, but here's a good candidate for stock story of the...
Raise the Minimum Wage!
Today, millions of Americans do arduous work in jobs that pay too little and offer...
Pay Off Debt, Invest…Or Both?
When it comes to paying off debt or saving, the question of whether it's possible...
2021 Stock Market Outlook
It’s hard to imagine a more dramatic roller-coaster ride for investors than what we experienced...
Modern Portfolio Theory Made Easy
Introduction to Modern Portfolio Theory What is Modern Portfolio Theory? Despite the name, 'Modern' Portfolio...
Rebalancing: Robo Versus Human Advisor
Hybrid advisors are becoming the gold standard in wealth management services, combining technology driven objectivity...
Types of Investment Accounts : What You Need to Know
Are you ready to start investing but have no idea where to begin? From selecting among...
The CARES Act and Your Required Minimum Distribution (RMD)
These are trying times for the American people due to issues such as the public...
Our Position on the Stock Market in Light of the Coronavirus
It goes without saying that the coronavirus has had a huge impact on the daily...
What’s Your Investing Spirit Animal?
Everyone has an investing spirit animal – they just might not know which one. Figuring...
Wealth Management Vs Financial Planning – What’s the Difference?
Titles in the investment industry can often be convoluted and confusing. Wealth manager, financial advisor,...
Go Fu** Yourself: How To Make Money In College
You’ve finally made it! You are a student at your new university studying what you’re...
5 Ways To Save Money: Make that Cheddar and Save the Dough
Saving may not be the hottest topic of all time, but it's still vital to...
8 Tips for Maximizing Your Vacation Budget
If you feel the need to have a low-budget vacation or skip it entirely, you’re...
The #1 Investment You Can Make- Guaranteed ROI
Google in 2004.The End. Okay, But Really... There is a multitude of different investments you...
Why Demand Wealth?
We genuinely respect and care about your interests and values, so we help you invest accordingly.We’re just as committed to your portfolio’s performance as we are to ensuring your investments are tailored specifically to you. We connect you with a network of specialists from estate planning attorneys to certified public accountants (CPA’s). Click here to meet our team! Our pricing structure is low and simple: 0.5% annual fee with no transaction fees or hidden costs. We help simplify and organize the complexities of your financial life.
Get StartedDemand Expertise
Am I taking on too much or too little risk in my investment portfolio?
Where are the best places to invest my money? Does my portfolio have the right asset allocation mix for my stated goals? Am I correctly positioned for the current stage of the business cycle? How can I manage my portfolio risk in both up and down markets? Ask a Specialist…Open a Classic Portfolio today!
Ask a Specialist
1. Our core investment strategy is based on the Nobel Prize-Winning Modern Portfolio Theory.