Lifespan Invest is an easy-to-understand, low-cost investment solution where you can access professionally managed investment solutions at the click of a button.
We offer six portfolios, which are based on your appetite for risk, preferred investment style, targeted return, and investment objectives. Each portfolio caters to the needs of conservative, balanced, or growth-centric investors who want a portfolio with either low, medium to high, or high levels of risk and return.
For each of these risk/return portfolios, you have the option of investing in either the Dynamic strategy which uses a combination of index and active fund managers, or the Index strategy which uses predominantly index funds.
After doing your research, simply choose the portfolio that best suits your risk profile and time horizon. Once you have opened your account, you will have access to your portfolio on-demand, where you can access your portfolio balance, keep up to date regarding changes we make to the portfolio, as well as exclusive access to a wealth of informative investor education and financial wellbeing material.