Time and money saving features

All of the convenience and ease of use you want without any inhuman compromises

Platform Basics

Fixed Cost Investing

Pay only for what you use with our innovative approach. Never pay for more or receive less.

Investment Choice

A selection of more than 60 allocations using ETFs and/or individual stocks.

Zero Commission Trading

Unlimited trades and zero commissions. Leveraging the patented window trade platform of Folio Institutional, nobody pays commissions.

Cash Security

Cash Sweep Program and Extended FDIC Insurance. All cash not invested in securities is automatically included in our custodian's Sweep Program.

Exclusions

Don't like it? Don't own it. Choose from individual securities, whole sectors, or social issues to limit your investment allocations to only the companies you feel comfortable investing in.

Tax Management

Automated Tax Strategies, select from 10 different automated tax lot strategies, strategies can be applied on an account or Silo basis.

Investment Options

Time-Volatility

Choose from a selection of 33 ETF-only, time and volatility based portfolio choices

Broad Basic

Choose from a selection of 20 or more ETF and Individual Stock based portfolio choices

Stock Sectors

Choose from a selection of 20 or more Individual Stock based portfolio choices

Delegated Accounts

Choose from a selection of 3 ETF & stock based delegated account choices

Blacklist Investing

Choose from a selection of 3 Individual Stock based portfolio choices with an infinite amount of customization

Real People, Real Advice

Schedule Meetings

Schedule an Investment Advisor Meeting or Administrative Meeting at your leisure and convenience on your custom Client Portal.

Investment Advisor Meetings

Meet with a TrueStar Investment Advisor Representative over the phone or video chat, billed on an à la carte basis in quarter hour increments.

Administrative Meetings

Meet with an administrative expert via phone or video chat to delegate or solve any unusual or extraordinary administrative tasks, billed on an à la carte basis in quarter hour increments.

Education and News

Current

Follow a news-feed of articles and other informative items that we are following throughout every day

Documents

A comprehensive suite of investment related educational documents for all skill levels.

Podcasts

Exclusive TrueStar Client only podcasts featuring investment related news and in-depth educational topics.