‘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.

Full Whitepaper | Open an Account Today

Your 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.

TAX EFFICIENCY

Our tax efficient strategies help minimize the taxes you pay so you can keep more of your money.

SMART REBALANCING

Instead of robo rebalancing, which can limit performance opportunities through its rigid, pre-defined structure, we rebalance your portfolio when it makes sense to ensure that you buy low, sell high.

Diversify and Reduce Risk

Optimize risk/reward with a diversified investment portfolio that’s customized to help you reach your goals. From monitoring your investment returns to helping you put your money where it counts, we’ll be with you every step of the way.

Portfolio allocation based on risk tolerance.
Technology Stocks
International Large Cap Stocks
International Large Value Stocks
Small Cap Stocks
Total US Market Stocks
Emerging Market Stocks
Large Cap Stocks
Momentum Tilt Stocks
Quality Factor Stocks
Low Volatility Stocks
Intermediate Core Bonds
Short Term Corporate Bonds
High Yield Bonds
Emerging Markets Bonds
International Bonds
Ultrashort Bonds
Intermediate Gov. Bonds
Enhanced Aggregate Bonds
Inflation-Protected Bonds
US Fund Real Estate
Global Real Estate

Portfolio allocation based on risk tolerance and is subject to change.

Important Content

Read our full whitepaper and check out our blog articles below

Rebalancing:  Robo Versus Human Advisor

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

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)

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

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?

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?

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

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 Easy Ways To Save Money: Make That Cheddar and Save That Dough

5 Easy Ways To Save Money: Make That Cheddar and Save That Dough

Saving may not be the hottest topic of all time, but it is still vital...

8 Tips for Maximizing Your Vacation Budget

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 Return On Investment (ROI)

The #1 Investment You Can Make- Guaranteed Return On Investment (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.

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The Demand Wealth Difference
See how your money could grow with us.
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Demand 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!

1. Our core investment strategy is based on the Nobel Prize-Winning Modern Portfolio Theory.