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Managed Portfolios

Invest in
the Present.
Love Your Future.

Why choose Managed Portfolios?
Low management fees. Easy set up.
Personalized goal setting. Access to IRAs.

No previous investing experience necessary.

Open an Account
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We’re changing how investors remember holiday shopping.

Open an account. Get $150.

Build portfolios to
your specifications.

When you create an Axos Invest account, we’ll recommend an investment portfolio that optimally weighs your time horizon, desired amount of risk, and potential return. All to determine your preferred investment strategy.

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Combine your vision
with our precision.

Precise and nimble Managed Portfolios may be automated, but that doesn’t mean we can’t adapt. In addition to rebalancing, when you update your information or goals, we adjust your portfolio to help you progress toward your goals.

Axos Invest mobile app

Weddings, new homes, and retirement. Oh my!

Plan for both short- and long-term goals. Whether you’re planning for a vacation, saving for a down payment on a home, or building an emergency fund, we’ll guide you to set up your investment strategy. Then we’ll help you determine how much you can save for retirement and set your investment goals in an individual automated investment account or a Traditional or Roth IRA.

Let's set some goals
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Monthly Cost

You know what they say about a penny saved.

The less you spend on investment fees, the more money you’ll have to invest. That’s why Axos Invest charges a 0.24% annual advisory fee compared to the 1.0% annual advisory fee charged by many traditional advisors.*

Learn more about pricing

Invest your paycheck faster.

Open an Axos Bank Essential Checking account and get access to your direct deposit up to two days early. That’s 26 opportunities to invest early each year!

Invest and chill.

We'll monitor your portfolio with you.